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Opening and Editing an Existing Invoice from the Invoice Details Drawer
Opening and Editing an Existing Invoice from the Invoice Details Drawer

See you invoices in full detail with and make adjustment or edit

Scott Rotton avatar
Written by Scott Rotton
Updated over 2 years ago

Once an invoice has been created you may want to adjust or add billable items to it. Whilst we don't lock editing invoices down unless required by our integration partners it's good practice to adjust invoices only if an invoice doesn't have any payments allocated towards it.

To open an invoice from the patient screen navigate to

  • Patient Profile > Invoices

  • Click the Invoices Tab

  • Click on the Invoice you wish to open

  • The Invoice Drawer will open and from here you can make any adjustments required

Editing an Invoice allows you to manually add provider numbers and other customisations

  • Click on Edit within the Invoice Details Drawer

  • Make any changes to, Business Name, Provider Name and Number, ABN, Due Date, Invoice to (Name) and Invoice Notes

  • Click Update Invoice to Save any changes

Note: Provider and Provider ID are not free text and must be entered in the staff profile page before you can use them in an invoice.

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