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myPractice has been rebranded Bp Allied, a product of Best Practice Software.
Support is available Monday to Friday, 9am to 5pm AEST    Version 4.18 Published  5 December 2019
Email:  alliedsupport@bpsoftware.net   Click Remote Support from within myPractice for assistance   Phone: 1300 40 1111 (in Australia) or 0800 40 1111 (in New Zealand)

Editing an Invoice

Invoices can be edited both at the time of creation or at a later date. The fields on the Invoice screen are explained below.
 

To edit an Invoice

Click Edit
The fields are are greyed out will become editable
Editing an Invoice
1

Invoice ID

1. Invoice ID
Displays the Invoice ID number, please note this number is automatically generated but you can set your next Invoice ID and Payment ID under System > Options > Invoices > Invoice Numbering Options.
This can also be searched on using the Transaction Search.
2

Invoice Date

2. Invoice Date
Displays the date the Invoice was generated.  This date can be changed by clicking Edit and selecting a new date.
3

Status

3. Status  
The Status of an Invoice can be closed or open. 
CLOSED: no further items/appointments can be added to this invoice. Client Invoices are closed by default when generated
OPEN: additional items/appointments can be added. Third Party Invoices remain open by default.
To see a list of all Open Invoices go to Reports > Open Invoices Report.
4

Add New Item

4. Add New Item
Click to Add a New Item/Appointment. 
5

Item Details

5. Item Details
Displays you a summary of your Item Details. 
From here the Item Price can be edited. Ensure Item Price Editing is enabled within System > Options > Invoices.
A Discount can be applied by typing in the discount field.
6

Remove Item

6. Remove Item
Click the X to remove the item from the invoice.
7

Notes

7. Notes
Enter any Notes relating to the invoice here,  these notes can be displayed on the printed invoice.
See details on Customisation of Invoice Templates to have this field added
 
The size of the Notes and Private Notes fields seen on the screen can be customised as fields within the Client Details can be. These are the only fields within the Invoices screen that can be changed.
8

Private Notes

8. Private Notes
Enter any Private Notes relating to the invoice here,  these notes cannot be displayed on the printed invoice. 
9

Totals

9. Totals
Displays a summary of total costs.
10

Location

10. Location
Displays the Location of the Appointment
This information comes from the Appointment.
11

Practitioner

11. Practitioner
Displays the Practitioner associated with the Client and the billed appointment.
This information comes from the Appointment.
12

Auto Generate Payment

12. Auto Generate Payment
If ticked a payment will be automatically generated once the invoice is generated for the same dollar value as the original invoice. 
To turn off Auto Generate Payment go to System > Options > Invoices.  Third Party Invoices will not automatically generate a payment.
13

Payment Method

13. Payment Method
Displays the selected payment method that is either set by default or the actaul payment method once payment has been made and associated with the invoice.
14

Payment Full or Partial

14. Payment Full or Partial
Displays if the Invoice has been paid in Full or Partially. 
15

Payment Amount

15. Payment Amount
Displays the payment amount once a payment has been associated with the Invoice
16

Split Invoice

16. Split Invoice
Click to Split an Invoice with a Third Party.  Click to see more information here.
This field does not display on a Third Party Invoice.
17

Template Selector

17. Template Selector
Allows you to select different templates to print your invoices. 
Set your default Client and Third Party templates within System > Options > Invoices.
18

Created By

18. Created By
Displays the user who created the invoice.  This cannot be changed.
19

Print Preview

19. Print Preview
Click Preview to view a preview of how your invoice will look once printed.
20

Print

20. Print
Click to Print your invoice.
21

Email Invoice

21. Email Invoice
Click to Email the Invoice
22

Edit

22. Edit
Click Edit to make any changes to your invoice.
If the field that needs editing is greyed out then the Edit button needs to be clicked to enable it to be edited. Most fields can be edited with the exception of the Invoice ID and the Created by fields. These are never editable.
23

Save

23. Save
Click to Save changes to your invoice.
Changes must be either Saved or Cancelled before moving onto the next Invoice or closing the Invoices module.
24

Cancel

24. Cancel
Click Cancel to disregard changes to your invoice.
25

Delete

25. Delete
Click to Delete the invoice.
You must click Edit to enable the Delete button.