Delete Insurance Payments

In extreme cases, you can delete an insurance payment from the Transactions module > Insurance Payment tab.

Warning: We do not recommend deleting insurance payments.

Note: Payments that have already been allocated or adjusted must be unallocated and/or unadjusted before they can be deleted.

To delete an insurance payment:

1. Open the Transactions module and click the Insurance Payment tab > Ins. Payments (All) sub-tab.



2. Search for and select the insurance company.

Note: The full list displays if the Load all Ins. companies in list checkbox is selected in the Transaction Options window > Payment Options section.

1. Enter the first character(s) of the company you are searching for based on the column headings and click the applicable heading to sort.

Tip: You can enter an underscore (_) to display all results within the column.

Note: You can select the Include Inactive checkbox to include inactive insurance companies in the search.

2. Select a listed insurance company.
3. Select a listed payment and click Delete.
4. When prompted, click Yes to confirm your deletion.