This article explains how to edit information for the entire invoice such as the Date, the Case or the Payer. For more details regarding editing information for a specific item, see Editing an Item in an Existing Invoice.
Before you start...
Be aware that changes made to the Date, the Case or the Payer will be reflected when printing or emailing the invoice. It will also affect Reports so edit with care.
Changing the Invoice Date
1. Open the Invoice that requires editing.
2. Click on the Date at the top right of the invoice.
3. Select the Date that will show on the Invoice.
4. Click Save.
Changing the Invoice Case and Payer
Before you start...
Only an existing Case in the Client file can be selected at this stage. For assistance with creating a new Case, see Creating a Case.
1. Open the Invoice that requires editing.
2. Click on the Case.
3. Select an existing Case for this client from the drop-down list.
4. Click Next.
5. Select an existing Payer for this Client from the drop-down list.
6. Click Save.
Changing the Invoice Payer Only
Before you start...
Only a Payer that already exists in the Client file can be selected at this stage.
1. Open the Invoice that requires editing.
2. Click on the Payer.
3. Select an existing Payer for this client from the drop-down list.
4. Click Save.