Edit or Delete an Invoice

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 NOTE:  New invoice creation is only available with a My Clients Plus subscription.

Edit Invoice

After an Invoice has been created, you can make changes to it before you send it to the Payer. You can change things like the Amount field for Insurance, Client, or the number of units. You can also add invoice items as well.

Related Article: Make Changes to a Fully Paid Invoice

1. Locate Client and open Client Profile.
2. Click Ledger inside menu.
3. Click appropriate tab to locate Invoice.

   

    

4. Click Select an Action drop down and select View Details for appropriate Invoice .

   

    

5. Edit Invoice as needed. Greyed out items cannot be changed.
   • Learn More: Add & Edit Modifiers on Invoices

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6. Click Save to save and return to the ledger or the Save drop-down to:
   • Save & Accept Payment
   • Add To Claims Awaiting Submission
     or
   • Save and Stay on Invoice

Delete Invoice

You can delete an open (unpaid) or a fully paid Invoice. Deleting a fully paid invoice does not delete the payment itself. If you delete an Invoice that already has a payment applied to it, the Invoice will be deleted and that payment will be moved to the Unapplied Payment section of the Client's Ledger. You can reapply that payment to a different Invoice.
 IMPORTANT: Invoices can be deleted provided an insurance payment is not associated with the invoice. If an invoice is deleted, the claim will also be deleted. If a claim is adjudicated and you received payment, the insurance payer invoices cannot be deleted. 

1. Click the appropriate Ledger tab to locate the Invoice.

   

   
    
2. Click Select an Action for the desired Invoice and select Delete.
3. Click the Delete Invoice button to confirm deletion.

   

   
    

Related Articles:

• Remove Payment from an Invoice
• Delete a Payment from Client Ledger

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