When can I Delete an Invoice?

MediRecords is updating the process around deleting invoices. Customers will not be able to delete an invoice unless the status is "On Hold". MediRecords has removed the ability to delete any invoice in a status other than "On Hold". This means if an invoice is Unpaid, Partially Paid, Adjusted, or Paid it cannot be deleted. 

Why are we making this change?

1. To maintain Industry Standards - It is not standard practice to delete any invoice that has already been 'issued' to a payer. There are proper procedures to be followed to remove a finalised invoice.
2. To avoid issues with account reconciliation and other financial reports.

How can customers get rid of unwanted or no longer-needed invoices?

If the invoice is still On Hold, it is considered to be in a 'draft' state and is not yet regarded as confirmed or 'finalised'. This draft invoice can be deleted since it is not finalised and will have no effect on reports if deleted at this stage. 

When an invoice is finalised, and payment is now expected, the status of the invoice should be Unpaid, i.e. Printed and handed to the person/entity expected to pay. 

In the event that this invoice is no longer expected to be paid, the correct process is to conduct a Write Off with a reason as to why we are no longer expecting payment. 

If an invoice has been Paid or Partially Paid and, for some reason, the money is being returned to the payer, the correct process is to Refund the payment with a reason. 

If a new payment on this invoice is not expected, the correct process, again, is to Write Off the invoice with a reason. 

These processes ensure that Refunds are recorded on the Refund Report, and Write Offs are captured correctly on the Provider Billing Activity Report. 

Please contact the MediRecords Support Team if you have any further questions.