Editing an Invoice with Payment Already Applied

If a payment has already been received and applied, here’s what you can do to change the amount charged. 

Unapply The Payment

• First note the invoice number and then Unapply the Payment

Change The Invoice

• Return to the Purchases Tab.

• Click on the blue link that shows the invoice you want to change.

  

• Make the necessary changes.
• Hit Save.

Re-Apply The Payment

• In the drop down menu beside View, choose “Receive Patient Payment.”

  

• The payment will be available as a credit. Simply enter in the dollar value of the credit that you want to use up.

  

• Hit Pay.  

Adjusting Dates On Payments Or Invoices 

You can always adjust an invoice’s dates so that your reporting is accurate. See: 

• Adjusting Invoice Dates
• Adjusting Patient Payment Dates
• Adjusting Insurer Payment Dates