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How to add something to an invoice

๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฎ๐Ÿ‡ช AU, UK, CA, ROI - How to edit an invoice to add a sundry item or add a discount

Hebe Lowen avatar
Written by Hebe Lowen
Updated this week

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.

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