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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. Alternatively, head here to Change the Payment Method

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: 

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