Editing a Line Item in an Existing Invoice

This article explains how to  edit line items in an existing invoice. Some actions can be made with multiple items at the time and some can only be done to a single item at the time.

- Single or Multiple Items: Changing date, Changing or adding a Provider, Changing or adding a Salesperson, Changing Service Code

- Single Item: Changing Quantity

If you are looking to Add or Remove an Item, Make an Adjustment to an Invoice Total or Pay an Existing Invoice, click on the appropriate title to be redirected to the appropriate information.

You need the permission to access the client account to be able to amend an existing invoice. If you need assistance finding the invoice, see "Finding an Existing Invoice"

Changing Date - Single or Multiple Items

Changing the date of items will only change the date the items were invoiced, it will not affect the invoice date or the payment date.

1.  Select the line items you want to edit by ticking the box on the left side (or use the box at the top to "select all").

2. Click Edit Date in the right side menu that appears.

3. Click on that box to open the calendar and choose the Date you want to show for  the items.

4. Click Save.

 

Changing or Adding a Provider - Single or Multiple Items

1.  Select the line items you want to edit by ticking the box on the left side (or use the box at the top to "select all").

2. Click Change Provider in the right side menu that appears.

3. Select the Provider in the dropdown menu that appears when you click in the provider box.

4. Select the Provider Number in the list.

5. Click Save.

 

Changing or Adding a Salesperson - Single or Multiple Items

1.  Select the line items you want to edit by ticking the box on the left side (or use the box at the top to "select all").

2. Click Change Salesperson in the right side menu that appears.

3. Select the Salesperson in the dropdown menu.

4. Click Save.

Use with care, the Salespersons will be credited for payments of items assigned to them over the Provider (even for a service or class provided by the provider) in Management reports such as the Activity Report, Practice Payment and Provider Payment. Services or Classes will remain under the provider's name in Statistics reports.

Changing Service Code - Single or Multiple Items

This option is useful when a Third Party requires different Service Code than the one you normally use. Changing the Service Code will not affect your Reports.

1. Select the line item(s) you want to edit by ticking the box on the left side.

2. Click Edit Service Code in the right side menu that appears.

3. Key in the new Service Code you want to display on the invoice.

4. Click Save.

 

 Changing Quantity - Single Item

1. Select the line item you want to edit by ticking the box on the left side.

2. Click Edit Quantity in the right side menu that appears (will not show if more than one item is selected).

3. Key in the Quantity or use the arrows to increase/decrease the quantity.

4. Click Save.

 

All these changes will be shown in the Invoice History.

For more option related to the Invoice see:

- Adding or Removing a Line Item

- Editing an Existing Invoice

- Paying Off an Existing Invoice

- Deleting an Invoice