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Editing an Issued Invoice
Editing an Issued Invoice
CC Canepa avatar
Written by CC Canepa
Updated over a week ago

Once an invoice is issued, you can edit non-financial information:

Fields that can be edited:

  • Charge category

  • Charge description

  • Assigned provider

  • Assigned location

  • Patient receiving the charge item or service

  • Service Date

  • Invoice Payer (if invoice is unpaid)

To edit an issued invoice:

  1. Open the patient's invoice

  2. Click on the three dots to the right of the charge that you wish to edit the details for

  3. Click 'Edit'

  4. Click on the 'Patient' field to change the patient that the charge is assigned to

  5. Click 'See additional charge details' to edit any of the following fields:

    1. Charge category

    2. Charge description

    3. Service date

    4. Provider assignment

    5. Location assignment

  6. Click 'Save' once changes are complete

Unlocking Financial Periods

By default, all financial periods are unlocked. As a practice Admin on Hint, you can lock financial periods in order to block users from editing invoices in those periods.
To lock or unlock financial periods:

  1. Navigate to 'Reports'

  2. Select 'Reporting Periods' from the drop down menu

  3. Click 'Lock' for each month you would like to prevent edits to issued invoices

  4. Click 'unlock this reporting period' to unlock a period for editing

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