Editing an existing invoice

Sometimes you'll need to add or change details on an invoice you have already created. Instead of deleting and recreating, you can edit it; here's how:

First, find the invoice you'd like to edit. Click on the Menu icon and either:

1. Go to Invoices, locate the invoice. Or,
2. Go to Clients, search for the client, click on them and click on the Invoices tab to locate the invoice you'd like to edit.

Once you've located the invoice, follow these steps:

1. Click on the three vertical dots to open the menu and click on Edit.
2. An invoice editor will open. You'll be able to add or change details on the appointment.
3. Once you've made changes, click on Save at the top right.

Editing appointment information on an existing invoice

If the information on your appointments (e.g., ICD-10 codes, price etc.) has changed after you have created an invoice - the invoice information will not automatically update. This is by design because an invoice should not change once created - unless you explicitly want it to be updated.

To update your invoice with new appointment information, please follow these steps:

1. Go to the edit page as described above and scroll down to where it lists the Line-items.
2. Click the Refresh appointments button.

☑️ This will force the invoice to update its cached appointment information, and your changes should now reflect on your invoice.