Voiding a payment in Shepherd is controlled by user permissions. If you do not see the option to void a payment, check with your Shepherd admin to confirm that your role includes this permission.
Step 1: Update the Invoice Status
Before a payment can be voided:
A payment must already be recorded.
The invoice status must be set to Checked Out.
To update the invoice status
Open the invoice.
Click the dropdown next to the invoice number.
Select Checked Out.
Confirm the status change in the popup.
Step 2: Void the Payment
Once the invoice is marked as Checked Out, you can void the payment:
Navigate to the Client Dashboard:
Go to Clients/Patients.
Search for the client and click their name.
Scroll to the Payments section.
Find the payment you want to void.
Click the three dots under the Actions column.
Select Void.
Confirm the action in the popup by selecting Yes.
Notes
Depending on the payment and transaction, only Void and Print options may be available.
Once voided, the payment will be updated in the client’s record and linked invoices.