Permissions: You must have Billing permissions to edit a payment.
You cannot edit a credit card payment in TheraNest. You can remove/add it to invoices but you cannot edit any other information.
- Locate Client and open Client Profile.
- Click Ledger in side navigation and click Payment History tab.
- Click Details button for appropriate payment.
- Click Edit Amount icon to right of Total Amount.
- Edit Total Amount, Payment Method, Date, Payment Number and Notes as appropriate.
NOTE: If the payment is already applied to an Invoice, adjust the amount distributed to this session in the Payment field.
- Click Save button.