How do I update an invoice?

Here's how to update an invoice after it has been created: 

  • On a patient's/client's chart:

1. Go into a patient's chart through the ''Charts'' tab or by using the ''Shortcuts'' menu on the home page.

2. Click on ''Billing'' and then on ''Invoice Tracker''. 

3. Click on the invoice number or select ''Edit'' from the dropdown menu on the right-hand side. 

4. On the ''Invoice Preview'' screen, apply your changes and click on ''Update'' or ''Update+Send'' to immediately send a new version of the invoice to the patient/client. 

  • From the ''Financial>Financial Summary>Invoice Tracker'' section:

1. Click on ''Financial''. 

2. Click on ''Invoice Tracker''.

3. Click on the invoice number or select ''Edit'' from the dropdown menu on the right-hand side. 

4. Apply your changes and click on ''Update'' or ''Update+Send'' to immediately send a new version of the invoice to the patient/client. 

That's it! If you have any questions, please contact us

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