Permissions: You must have Billing Permissions.
You can edit a fully paid Invoice to change the Service Type if needed. Follow the steps below:
- Remove Payment from the invoice. Removing the payments does not delete the payments. The payments move to the Unapplied Payment Section of the ledger.
- Delete the Invoice.
- Edit the Appointment from the Agenda or Calendar.
- You will not be able to change the Appointment if there is a signed Note attached. Be sure to navigate to the note to unsign it so you can make changes to the appointment.
- Remove the incorrect Service Type from the service type field and add a new Service Type in the Edit Appointment window.
- Click Save.
- Recreate Invoice with the now corrected Service Type.
- Reapply payments and sign Note if applicable.