Make Changes to a Fully Paid Invoice

  Permissions: You must have Billing Permissions.

You are able to edit a fully paid Invoice to change the Service Type if needed. Follow the steps below:

1. Remove Payment from the invoice. Removing the payments does not delete the payments. The payments move to the Unapplied Payment Section of the ledger. 
2. Choose the correct Service Type from the Service Type Dropdown menu on the invoice details.
3. Edit the Appointment from the Agenda or Calendar.
   • You will not be able to change the Appointment if there is a signed Note attached. Be sure to navigate to the note to unsign it so you can make changes to the appointment. 
4. Remove the incorrect Service Type from the service type field and add new Service Type in the Edit Appointment window.. 
5. Click Save. 
   
   
   
6. Recreate Invoice with the now corrected Service Type. 
7. Reapply payments and sign Note if applicable.