Deleting an Invoice

  1. Click on the Invoice (example, INV-3)
  2. If the invoice has been paid or partially paid, scroll down and click on the Transaction (example, TRN-123456).
  3. Click on the Delete Button in the bottom right corner and follow the instructions
  4. Click on the Invoice again (for example, INV-3)
  5. Click on the Delete Button in the bottom right corner and follow the instructions

*If the Invoice has an EOB on it, you must also delete the EOB

  1. Click on the Invoice (example, INV-3)
  2. Under the Claim section of the invoice, click on the Triangle to the right of the label Primary, Secondary or Tertiary
  3. Click on the Three Dots on the Explanation of Benefits line
  4. Click Delete

Please note: Practitioners cannot modify an invoice 24 hours after its creation; only an Admin can do so.

Creating an invoice

Adding Fees to Invoices

Add a Tip to an Invoice

Adding Services to an Invoice

Adding a Practitioner to an Invoice

Adding a Treatment Date to an Invoice

Downloading an Invoice

Emailing an Invoice

Printing an Invoice

Invoice Email Sent Date

  1. Click on the Invoice (example, INV-3)
  2. If the invoice has been paid or partially paid, scroll down and click on the Transaction (example, TRN-123456).
  3. Click on the Delete Button in the bottom right corner and follow the instructions
  4. Click on the Invoice again (for example, INV-3)
  5. Click on the Delete Button in the bottom right corner and follow the instructions

*If the Invoice has an EOB on it, you must also delete the EOB

  1. Click on the Invoice (example, INV-3)
  2. Under the Claim section of the invoice, click on the Triangle to the right of the label Primary, Secondary or Tertiary
  3. Click on the Three Dots on the Explanation of Benefits line
  4. Click Delete

Please note: Practitioners cannot modify an invoice 24 hours after its creation; only an Admin can do so.

  1. Click on the Invoice (example, INV-3)
  2. If the invoice has been paid or partially paid, scroll down and click on the Transaction (example, TRN-123456).
  3. Click on the Delete Button in the bottom right corner and follow the instructions
  4. Click on the Invoice again (for example, INV-3)
  5. Click on the Delete Button in the bottom right corner and follow the instructions

*If the Invoice has an EOB on it, you must also delete the EOB

  1. Click on the Invoice (example, INV-3)
  2. Under the Claim section of the invoice, click on the Triangle to the right of the label Primary, Secondary or Tertiary
  3. Click on the Three Dots on the Explanation of Benefits line
  4. Click Delete

Please note: Practitioners cannot modify an invoice 24 hours after its creation; only an Admin can do so.

Creating an invoice

Adding Fees to Invoices

Add a Tip to an Invoice

Adding Services to an Invoice

Adding a Practitioner to an Invoice

Adding a Treatment Date to an Invoice

Downloading an Invoice

Emailing an Invoice

Printing an Invoice

Invoice Email Sent Date

calendar date picker

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming
Invoice

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming
calendar date picker
invoice