How do I add a line to an invoice?
In the patient record, go to the 'Account' tab.
Identify the relevant invoice, and click the three dot menu to the right of it.
Select 'Edit invoice' (this will only be visible if the invoice is unpaid - if it has already been paid, you would have to unallocate the payment to 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 this method to add a discount to an invoice.
Additionally, items that have been charged from a treatment plan need to be edited on the plan and re-invoiced, you cannot edit the item from within the invoice.