This article will help you navigate a paid and finalised invoice, when it comes to adding item codes which may have been missed, or changing the price of an item code.
Ensure you have Roles Permission to edit invoices.
Firstly, navigate to your patients invoice. This will be in the patients 'Account' tab.
From here, you can review what changes need to be done. Any additional payments or discounts can be done at the bottom of the invoice, but if any changes need to be made to existing prices or item codes, click on Related Appointments.
'Related Appointments' will open a pop up. From here, click 'Open Checkout'.
This will re-open the checkout tab from the patients appointment.
Click on 'Unlock' under 'Todays Appointment' to make any changes.
Now, you will be able to add in any missing item codes, or make changes to prices. For example, below I have added in 114 by clicking '+Add Item' and edited the price to $160.
Once you are happy with the updates, you can continue with the checkout as normal. As changes have been made, the patient will need to be checked out again.
Once you reach Step 2, there will be a red button indicating you will need to sync the updated invoice. You will need to click on 'Amend Invoice' to revert the invoice back to draft.
Once you click 'Amend', it will be in draft mode again. Once reviewed, continue as normal.
On Step 3, you can make any changes such as taking remaining payment or discounting/refunding any changes.
Please reach out to Support if you run into any issues or have any questions. Happy editing :)