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How do I edit the membership charge name and description on invoices?

Written by Tasha Demkiw

To change the default name and description that appears on membership invoices:

  1. Navigate to Admin > 'Membership Options'

  2. Click on 'View/Edit' for the plan whose invoice detail you would like to change

  3. Edit the 'Invoice Details' section in the plan's settings

    1. Update the invoice detail under the 'Do you want to allow patients to pay you in advance? ' section for the membership charge

  4. Click 'Save Plan' to save the changes

All auto-generated membership invoices will display the new charge name and description
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