Make Changes to Appointment Linked to an Invoice (TheraNest)

  Permissions: You must have Billing Permissions.

You cannot make changes to an Appointment (i.e. update a Service Type) after you have created and linked an Invoice. 

In order to make changes, you will need to delete the linked Invoice. Then after you have made your changes to the Appointment, you will need to recreate the Invoice with the corrected/updated Appointment information and reapply any Payments.

1. Locate the Invoice from the Client Ledger. 
2. Click Actions for appropriate Invoice.
3. Click Delete.
   

   NOTE: Deleting an Invoice does not delete Payments already applied to the Invoice. Deleting an Invoice will unapply the Payment. You can reapply it later.
   
   

4. Return to Calendar and locate appropriate Appointment.
5. Double click on Appointment and make changes.
6. Click Save.
7. Recreate the Invoice for that Appointment.
8. Reapply any unapplied Payments.