Inactivate / Reactivate a Billing Item

Billings/Payments
Utilities -> Items -> Item Setup

1. Once you have searched your item toggle "Active" to "No".
2. Click [Save].
Tip! If the item is linked to an appointment type you will have to either inactivate the appointment type if no longer in use OR change the billing item attached to that appointment type. To learn about appointments & linking to billing click here: Adding New Billing Items, Adding New Appointments & Linking to Billing.

Tip! To reactivate a billing item you will need to remove the check mark from the bottom "Only search Active items" in the "Item Quick Search" screen, then follow the above steps, toggle "Yes" and click [Save].
 

 

 

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Article ID: 104, , Modified: 10/27/2020 at 12:43 PM

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