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Edit an Invoice

How to edit an existing invoice

Jessica Magri avatar
Written by Jessica Magri
Updated over a week ago

You can edit the details of any invoice, such as its line items, from the Invoices page. For information on how to create an invoice, see here.

Note: To edit an invoice, you must have a role assigned to you that gives you editing permissions for Invoices. For more information on roles, see here.

Edit an Invoice

To edit an invoice:

1. Select the invoice that you want to edit.

2. Click the edit icon in the top right-hand corner.

3. Make the changes you want.

4. Click Save invoice.

The invoice is updated in both the patient's record and the Invoices page.

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