You can cancel and replace an invoice if an invoice has been processed with incorrect item codes or fees.
Generally, you'll process the invoice at checkout.
You can cancel and replace an invoice through the following steps:
First, you will need to go to your desired invoice, click on 'Invoice Actions' on the top right and choose the first option to Amend the invoice.
Scroll to the bottom, and refund the payment.
Input the amount you'll need to refund (the entire amount of the invoice).
Scroll back to the top, and click on 'Invoice Actions'. This time click on 'Cancel'.
Type in the reason for cancelling the invoice. You invoice will now be cancelled.
The next step will be to replace the invoice. Under 'Invoice Actions', click on the option to 'Replace', and a copy of your invoice will be created, which you will see on the right of your screen.
Click on the link for the copy of your invoice.
This will open a Draft copy of your original invoice, and clear the sidebar to the right. Click on 'Related Appointments'.
Click on Open checkout with the invoice you're wanting to update. You will be taken to the check out of the appointment.
From here, you will be able to view your appointment, and make any necessary changes to item codes, prices etc.
Check out as usual. Under the 'Todays Invoice' section, ensure all payments and items are updated correctly.
(Click to enlarge)
You will also have the option to process the payment for the updated invoice as normal.
Once completed, the invoice will update and will be marked as 'paid' under your customers profile.