You can also edit an invoice that has been marked as sent, as long as payment hasn’t yet been finalised, by reverting it to a draft to make changes.
How-to
Update a draft invoice
Before an invoice has been marked as sent, every field in a draft invoice attached to an appointment or support activity can be updated, except for the patient field.
To edit an invoice:
On the calendar click the relevant appointment or support activity
To change the date and time of the session, click Reschedule at the bottom of the sidebar and select the desired time and date.
To update any other details click Edit at the bottom of the sidebar.
Edit the fields that need updating, and click Save changes. These changes will then show on the attached invoice.
Once the invoice is marked as sent, rescheduling will no longer be available and only the room and case field on an appointment or support activity can be updated.
Revert an invoice to a draft
You can revert an invoice that has been marked as sent, as long as payment isn't finalised.
To revert a payment applied to an invoice:
Go to Payments and select the relevant payment. Once opened, click the Actions drop down in the top right of the page, then click Void.
2. Click the invoice number on the payment to return to the invoice. Then go to the Action drop down, then click Revert to draft.
