Add a Line to an Invoice

If you need to add a charge or credit to an existing invoice, you can either link a line that's already on the account or add a new line from that invoice.

In This Article

• Link an Existing Line to an Invoice
• Add a New Line to an Invoice

Link an Existing Line to an Invoice

You can link a billing account's existing charge or to an invoice if that line hasn't been invoiced yet.

1. Open the invoice you want to add a line to.
2. In the lower right, click the Link Existing Line button.
3. Select the checkbox next to the lines you want to apply the invoice.
   
    
4. Click the Link Lines button

Add a New Line to an Invoice

You can record a new charge or credit for a billing account and apply it to an existing invoice at the same time.

TIP! Process a Credit Card: If your clinic has Fusion's integrated payment processing, you can process a payment through Fusion instead.

1. Open the invoice you want to add a line to.
2. In the lower-right, click the +Charge or -Charge button.
3. Fill in information about the line

   Date	The date of the charge or credit.
   Type	Indicates what this charge or credit represents: A fee/charge is the standard charge that increases the account's balance. A payment is the standard credit that represents a payment made to the clinic that reduces the account's balance. A discount is a credit that represents a discount provided by the clinic that reduces the account's balance. A write-off is a credit that represents the clinic's cancellation of bad debt and reduces the account's balance. A refund is a charge that represents a refunded payment made to the client that increases the account's balance.
   Description	A description of the charge or credit that appears on statements and invoices.
   Total	The total amount of the charge or credit.
   Action	Choose whether to record a payment or process it through Fusion: Use Record a Payment to save information about a cash payment or payment that was processed outside of Fusion. Use Process a Payment to process a payment through Fusion.
   Method	Indicates whether the charge or credit was provided by cash, credit card, debit card, check, or EFT.
   Reference	A reference, such as a check number, for the charge or credit that appears on statements and invoices.

4. Click the Save Line button.
5. If you want to print or email a receipt, select the checkbox next to that option and click the Process Receipt button.  Otherwise, click the Nope button.
   

The new line will appear on the billing account's statement and will be linked to the invoice.