How to Delete a Payment or Adjustment

If you need to delete a payment or adjustment that you have entered into Therabill for any reason, there are different methods you can use. You can use the Single Session Entry page (Payments > Enter Payment > Single Session) or the Search Payments page (Payments > Search Payments).

Note: A client payment should never be deleted in Therabill if you initially entered the payment into WebPT. However, the payment information can be edited.

Single Session - Enter Payment Form

If you know the Date of Service for the payment or adjustment you want to delete, then it is probably quicker to use this method.

1. Navigate to Payments > Enter Payment > Single Session. You can also simply click on the Payments tab. 
2. Locate the session that the payment was applied to. You can filter the results by entering a client name and/or Date of Service range. 
3. Once you have located the session, click the enter payment  icon to open the Single Session Payment form for that session. 
4. The Payment History section is located in the bottom-left. All payments and adjustments applied to this session will be listed there. To delete the payment or adjustment, click the  icon associated with the payment.                                                                     
5. A popup will appear asking if you are sure you want to delete the payment. Click Delete.
6. If the payment you are deleting is a client payment, a different screen will appear with four options. Just select Delete Pmt.                                                        

Search Payments