How do I edit an invoice that is unpaid?
You can change the invoice details of a raised invoice, as long as it has not yet been paid. If it has been paid, you will need to delete the payment information first, and then you can edit the details.
To edit the invoice details:
- Open the unpaid invoice
- Click on the Edit Header button at the bottom of the screen (if you do not see this button, it means the invoice has been paid. You need to firstly delete the payment information and then you will see the button):
- Here, you can edit various aspects of the invoice, including the Reference, who it is Payable by and the Address details:
- You can also edit the invoice layout from this screen, including the invoice logo, the invoice values (the 'Show VAT on invoice' checkbox), all of the 'Show on invoice' checkboxes (patient name, address, DOB etc) and the Invoice Footer. Furthermore, you can make changes to the Third party attributes and Custom fields, if they were shown on the invoice when it was created.
Updated on: 08/07/2024
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