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MCP 3.0

Edit a Payment

  • August 13, 2025
  • 0 replies
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Ensora Education Team
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Permissions: You must have Billing permissions to edit a payment.

You cannot edit a credit card payment in My Clients Plus by Ensora Health. You can remove/add it to invoices but you cannot edit any other information.

  1. Locate Client click Ledger.
  2. Click Payment History tab.
  3. Click Details button for appropriate payment.
  4. Click Edit Amount icon to right of Total Amount.
  5. Edit Total Amount, Payment Method, Date, Payment Number and Notes as appropriate.

    NOTE: If the payment is already applied to an Invoice, adjust the amount distributed to this session in the Payment field.

  6. Click Save button.
     

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