Overview
This KB article includes the new features released in ICANotes+ version v6.4.
Enhancement: Prevent Deletion of Notes with Applied Payments or Adjustments within Charges
In instances where a note is associated with one or more charges that have payments or adjustments applied, the system will now restrict the deletion of such notes. A notification will be displayed when attempting to delete the note, indicating that payments or adjustments have been applied to one or more charges. To proceed with deletion, it is necessary to refund payments or reverse adjustments, applied if any.
Please refer to the screenshot below, which displays the notification when attempting to delete a note with applied payments or adjustments.

*********************************
Need additional assistance?
Phone: 443-203-5857
Text: 866-301-0085
Email: ticket@icanotes.com
Chat: http://app.icanotes.com
*********************************
Proprietary Notice Information: This article is provided for informational purposes only, and the information herein is subject to change without notice. While every effort has been made to ensure that the information contained within this article is accurate, ICANotes cannot and does not accept any type of liability for errors in, or omissions arising from the use of this information.
Related Articles
v6.3 Release Notes
Overview This KB article includes the new features released in ICANotes+ version v6.3. ASAM / Chemical Dependency Assessment (Return to top) ICANotes+ enables you to document information within the ASAM module, which comprises six dimensions. After ...
v5.15 Release Notes
Overview This KB article includes the new features released in ICANotes+ version v5.15. Enhanced Roles & Permissions Feature With the enhanced Roles & Permissions feature, administrators now have greater control over user access to specific actions. ...
v6.6 Release Notes
Overview This KB article includes the new features released in ICANotes+ version v6.6. Enhanced Appointments Report to Display Client's Preferred Phone Number We have upgraded the Appointments Report to include the display of client's preferred phone ...
v5.23 Release Notes
Overview This KB article includes the enhancements released in ICANotes+ version v5.23. Lab Results Integration with Notes With this software update, you now have the ability to link lab results directly to client notes. If the required notes are not ...
v6.2 Release Notes
Overview This KB article includes the new features released in ICANotes+ version v6.2. Newly Designed Co-signature Workflow Providers now have an ability to request co-signatures from fellow providers for their notes. After creating, compiling, and ...