Deleting a Transaction

A transaction can be a payment, refund or credit applied to the account. There are three primary ways in which you can delete a transaction.

Method One: From the Billing Activities page

  1. Click on the Billing Icon in the left navigation.
  2. Click on the Transactions button.
  3. Click on the Three Dots on the transaction (example, TRN-10003) listing line.
  4. Click on Delete.
  5. Type in "I Understand."
  6. Click Delete.

Method Two: From the Clinic Patient Profile page

  1. Click on the Patient's name.
  2. Click on the Billing tab.
  3. Click on the Transactions button.
  4. Click on the Three Dots on the transaction (example, TRN-10003) listing line.
  5. Click on Delete.
  6. Type in "I Understand."
  7. Click Delete

Method Three: From an Appointment

  1. Click on an Appointment from the calendar.
  2. Click on the Invoice (for example, INV-3).
  3. Scroll down and click on the Transaction (example,TRN-23762).
  4. Click on the Delete Button in the bottom right corner and follow the instructions

Important Note: Deleting a credit card transaction in Noterro simply deletes the record of the transaction; it doesn’t refund the actual payment. In other words, the transaction still exists and will appear on the patient's credit card statement. You will need to log in to Square/Bambora to refund the payment.

Error Message when Trying to Add a Credit Card in Online Booking

Deleting a Service on an Invoice that Has Already Been Paid

Editing the Payment Method on a Paid Invoice

Editing the Practitioner on an Invoice that Has Already Been Paid

Editing Service Fees

Editing the Treatment Date on a Invoice that Has Already Been Paid

Editing a Transaction

Signature Does Not Appear on Invoice

Unlinking Transactions

A transaction can be a payment, refund or credit applied to the account. There are three primary ways in which you can delete a transaction.

Method One: From the Billing Activities page

  1. Click on the Billing Icon in the left navigation.
  2. Click on the Transactions button.
  3. Click on the Three Dots on the transaction (example, TRN-10003) listing line.
  4. Click on Delete.
  5. Type in "I Understand."
  6. Click Delete.

Method Two: From the Clinic Patient Profile page

  1. Click on the Patient's name.
  2. Click on the Billing tab.
  3. Click on the Transactions button.
  4. Click on the Three Dots on the transaction (example, TRN-10003) listing line.
  5. Click on Delete.
  6. Type in "I Understand."
  7. Click Delete

Method Three: From an Appointment

  1. Click on an Appointment from the calendar.
  2. Click on the Invoice (for example, INV-3).
  3. Scroll down and click on the Transaction (example,TRN-23762).
  4. Click on the Delete Button in the bottom right corner and follow the instructions

Important Note: Deleting a credit card transaction in Noterro simply deletes the record of the transaction; it doesn’t refund the actual payment. In other words, the transaction still exists and will appear on the patient's credit card statement. You will need to log in to Square/Bambora to refund the payment.

A transaction can be a payment, refund or credit applied to the account. There are three primary ways in which you can delete a transaction.

Method One: From the Billing Activities page

  1. Click on the Billing Icon in the left navigation.
  2. Click on the Transactions button.
  3. Click on the Three Dots on the transaction (example, TRN-10003) listing line.
  4. Click on Delete.
  5. Type in "I Understand."
  6. Click Delete.

Method Two: From the Clinic Patient Profile page

  1. Click on the Patient's name.
  2. Click on the Billing tab.
  3. Click on the Transactions button.
  4. Click on the Three Dots on the transaction (example, TRN-10003) listing line.
  5. Click on Delete.
  6. Type in "I Understand."
  7. Click Delete

Method Three: From an Appointment

  1. Click on an Appointment from the calendar.
  2. Click on the Invoice (for example, INV-3).
  3. Scroll down and click on the Transaction (example,TRN-23762).
  4. Click on the Delete Button in the bottom right corner and follow the instructions

Important Note: Deleting a credit card transaction in Noterro simply deletes the record of the transaction; it doesn’t refund the actual payment. In other words, the transaction still exists and will appear on the patient's credit card statement. You will need to log in to Square/Bambora to refund the payment.

Error Message when Trying to Add a Credit Card in Online Booking

Deleting a Service on an Invoice that Has Already Been Paid

Editing the Payment Method on a Paid Invoice

Editing the Practitioner on an Invoice that Has Already Been Paid

Editing Service Fees

Editing the Treatment Date on a Invoice that Has Already Been Paid

Editing a Transaction

Signature Does Not Appear on Invoice

Unlinking Transactions

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