How do I edit an invoice that is unpaid?
You can change the invoice details of a raised invoice, as long as it has not yet been paid. To do this:
Open the invoice
Click on the Edit Header button at the bottom of the screen
Here, you can edit various aspects of the invoice, including the Reference, who it is Payable by and the Address details.
You can also edit the invoice layout from this screen, including the invoice logo, the invoice values (the 'Show VAT on invoice' checkbox), all of the 'Show on invoice' checkboxes (patient name, address, DOB etc) and the Invoice Footer. Furthermore, you can make changes to the Third party attributes and Custom fields, if they were shown on the invoice when it was created, from here.
You can't edit the items included on an invoice once it has been saved. If you need to make changes to the appointments/expenses on a saved invoice, you would have to delete the invoice and start again.
Open the invoice
Click on the Edit Header button at the bottom of the screen
Here, you can edit various aspects of the invoice, including the Reference, who it is Payable by and the Address details.
You can also edit the invoice layout from this screen, including the invoice logo, the invoice values (the 'Show VAT on invoice' checkbox), all of the 'Show on invoice' checkboxes (patient name, address, DOB etc) and the Invoice Footer. Furthermore, you can make changes to the Third party attributes and Custom fields, if they were shown on the invoice when it was created, from here.
You can't edit the items included on an invoice once it has been saved. If you need to make changes to the appointments/expenses on a saved invoice, you would have to delete the invoice and start again.
Updated on: 28/02/2024
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