Editing an Invoice

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.

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

 

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.

Click to Add a New Item/Appointment. 

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.

Click the X to remove the item from the invoice.

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.

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

Displays a summary of total costs.

Displays the Location of the Appointment

This information comes from the Appointment.

Displays the Practitioner associated with the Client and the billed appointment.

This information comes from the Appointment.

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.

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.

Displays if the Invoice has been paid in Full or Partially. 

Displays the payment amount once a payment has been associated with the 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.

Allows you to select different templates to print your invoices. 

Set your default Client and Third Party templates within System > Options > Invoices.

Displays the user who created the invoice.  This cannot be changed.

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

Click to Print your invoice.

Click to Email the Invoice

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.

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.

Click Cancel to disregard changes to your invoice.

Click to Delete the invoice.

You must click Edit to enable the Delete button.