Editing an Invoice
Open the invoice and select Edit in the top left. From here you can update item details, item dates, and payment allocations. Some item fields can be changed freely; others require you to temporarily unallocate any payment on that item first (see below).
Editing Item Dates
Use the Calendar icon on the left of the items grid to change the item date. This can be done regardless of whether a payment is allocated to the item.
Editing Practitioner and Discount
The practitioner and discount on an item can also be edited without needing to unallocate any payment first.
Practitioner: select the practitioner dropdown on the item row and choose the new practitioner.
Discount: the discount field is inline on the item row, so you can click directly into it and update the value.
Editing Item Code, Quantity or Fee
If you need to change the item code itself, the quantity, or the fee, the item cannot have any payment allocated to it. If a payment is allocated, you'll need to unallocate it temporarily:
With the invoice open in Edit mode, scroll to the Payment section at the bottom.
In the Allocation column, change the payment from Auto or Manual to Unallocated.
Edit the item code, quantity or fee as needed.
Set the allocation back to Auto or Manual to reapply the payment.
A note on allocation types:
Auto allocation pays off items oldest to newest.
Manual allocation lets you apply the payment to specific items and specific amounts.
For more detail on setting up manual allocation against specific items, see Paying Outstanding Invoices.
Editing Payment Dates
Use the Calendar icon on the left of the payments grid to edit payment dates. Note that this will only be available if the user's role has the 'edit transaction entry date' permission.
Editing Payment Method, Amount or Business
To change the payment method, amount, or business a payment is recorded against, see How to Edit Existing Payments.