How do I add a line to an invoice?
In the patient record, go to the 'Account' tab.
Click the edit ✏️ button to the right of the invoice amount (this will only be visible if the invoice is unlocked - if it is locked, you will see a padlock 🔒 and you won't be able to edit it).
With the invoice open, click 'Add line item'.
From here, you can either enter the details manually, or select a sundry from the dropdown list. This list is based on the sundry items you have configured.
When you have finished making edits, click 'Save'. The items will now appear in the invoice.
For UK users, you can also use these steps to add a discount to an invoice.
💡 Top tip: If an invoice has a padlock 🔒 next to it, this means the invoice is locked. Invoices will be locked if payment has already been taken against them (in which case you'd need to unexplain the payment to unlock the invoice), or if the associated treatment plan has been marked as complete (in which case you would need to reopen the plan to unlock the invoice).
You may wish to change a treatment item on a treatment plan but are unable to do so because it has been charged on an invoice. In those cases, the invoice needs to be removed first.
Additionally, items that have been charged from a treatment plan need to be edited on the plan and re-invoiced. Check the article below on how to change these charged treatments and re-charge.