An invoice can be revised to change the price or quantity of charges, or to completely remove a charge.
Please note:
If an invoice has been fully paid, you cannot adjust the invoice to increase the amount due. You will need to create a new invoice to collect the additional payment.
If you need to revise & partially refund an invoice, please reference this support article instead: Issue a Partial Refund on an Invoice.
If you need to entirely cancel or void an invoice, please reference this support article instead: Voiding a Patient Invoice
To revise an invoice:
Navigate to the patient's profile.
Click on their 'Invoices' tab.
Click on the invoice you'd like to adjust.
Click on the orange 'Revise' button in the upper-right corner of the invoice
Adjust the price or quantity of each charge item you would like to change
To remove a charge from the invoice, click on the check box next to the charge:
If you would like, enter a memo to explain why you revised the invoice
Click 'Revise' to save your changes
The revision history will display at the bottom of the invoice, and the invoice will now display the new amount of the charge items.
Invoice revisions will not be included on the PDF of the invoice.