Make Changes to Appointment Linked to an Invoice

You cannot make changes to an Appointment (i.e. update a Service Type) after you have created and linked an Invoice.

In order to make changes, you will need to delete the linked Invoice. Then after you have made your changes to the Appointment, you will need to recreate the Invoice with the corrected/updated Appointment information and reapply any Payments.

Make Changes to Appointment Linked to an Invoice

1. Locate the Invoice from the Client Ledger.
2. Click Actions for appropriate Invoice.
3. Click Delete. A window opens for you to confirm deleting the invoice.

   NOTE: Deleting an Invoice does not delete Payments already applied to the Invoice. Deleting an Invoice will un-apply the Payment. You can reapply it later.

   
4. Click Delete Invoice.
   
    
5. Return to Calendar and locate appropriate Appointment.
6. Double click on Appointment and make changes.
7. Click Save.
   
   
   
   
    
8. Recreate the Invoice for that Appointment. See Create an Invoice for more information. 
9. Reapply any unapplied Payments. See Apply an Unapplied Payment/Credit to an Invoice for more information.