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
![](drex_EditInvoice_custom.png)
To edit the Item Details in an invoice the
Invoice Status must be
Draft. In any other status the Item details are set to read only.
Other invoice details such as date can be edited in Awaiting Payment status.
Nothing can be edited when the Invoice has a status of Paid, Deleted or Voided.
![1](drex_bullet_1.png) 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.
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![2](drex_bullet_2.png) Invoice Date
Displays the date the Invoice was generated. This date can be changed by selecting a new date in either Draft or Awaiting Payment Status.
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![3](drex_bullet_3.png) Status
The status determines where an invoice is in the invoicing process. This in turn determines whether information in an invoice can be edited.
![](drex_EditInvoice_custom.png) To edit the Item Details in an invoice the Invoice Status must be Draft. In any other status the Item details are set to read only.
Other invoice details such as date can be edited in Awaiting Payment status.
Nothing can be edited when the Invoice has a status of Paid, Deleted or Voided.
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![4](drex_bullet_4.png) Add item
Click to add a New Item
This can be an item related or unrelated to an appointment.
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![5](drex_bullet_5.png) 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.
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![6](drex_bullet_6.png) Remove Item
Click the X to remove the item from the invoice.
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![7](drex_bullet_7.png) Item Details Order
These arrows allow the order of the items in the invoice to be changed. The items will then stay in the position allocated.
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![8](drex_bullet_8.png) Payment Details
Displays the payment amount once a payment has been associated with the Invoice
Click here for details on how to add a payment
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![9](drex_bullet_9.png) Totals
Displays a summary of total costs.
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![10](drex_bullet_10.png) Notes
Notes: Enter any relating to the invoice here, these notes can be displayed on the printed invoice.
Private Notes: Enter any relating to the invoice here, these notes cannot be displayed on the printed invoice.
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![11](drex_bullet_11.png) History
History is used to display any edits and changes made to an invoice and by whom.
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![12](drex_bullet_12.png) Practitioner
Displays the Practitioner associated with the Client and the billed appointment.
This information comes from the Appointment.
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![13](drex_bullet_13.png) Location
Displays the Location of the Appointment
This information comes from the Appointment.
If Invoice Numbering per Location is turned on then the Location can’t be edited on an invoice once the invoice is created. The invoice will need to be deleted and recreated with the correct Location so that the correct invoice number series can be associated to it.
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![14](drex_bullet_14.png) Split Invoice
This field does not display on a Third Party Invoice.
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![15](drex_bullet_15.png) Template Selector
Allows you to select different templates to print your invoices.
Set your default Client and Third Party templates within System > Options > Invoices.
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![16](drex_bullet_16.png) Print
An Invoice can be printed, previewed via the Print button options or emailed from here.
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![17](drex_bullet_17.png) Change Status
Use this to change an invoices status. Click here to see details on how the invoicing process works and what statuses are used.
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![18](drex_bullet_18.png) Email Invoice
Click to Email the Invoice
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![19](drex_bullet_19.png) Add payment
Click here for details on how to add a payment
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![20](drex_bullet_20.png) 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.
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![21](drex_bullet_21.png) Cancel
Click Cancel to disregard changes to your invoice.
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