Permissions
To access, edit, and void features on an invoice:
The Edit button is visible only if you have the invoice_edit_line_item permission on one of your Staff Roles in Admin.
The Void and Undo Void buttons are visible only if you have the invoice_void_line_item permission on one of your Staff Roles in Admin.
Edit a line item
Click the item itself, or use the 3-dot menu next to any invoice item and select Edit to modify the Time, Label, Quantity, Invoice Tags, Doctor, and Price.
Tip: Editing the Time, Quantity, Price, and Label of a completed treatment on the invoice will only change on the invoice—the original completed treatment details will remain on the Treatment Sheet and order history screen.
Void a line item
When you void a line item, you must enter a reason before the void can be completed. The reason is saved in the line item's history, creating an audit trail for charge adjustments.
Click the 3-dot menu next to the line item you want to void.
Select Void.
In the Void Item window, enter a reason in the Reason field. Examples of void reasons: Service was not performed, Double charge, Wrong visit, etc.
Click Void.
Note: A void reason is required—the void cannot be completed without one.
Bulk edit and bulk void invoice items
You can also Bulk Edit or Bulk Void invoice items using the Bulk Edit button to the left of Payments & Ledger at the bottom of any invoice, or by pressing the Ctrl+E shortcut, provided there is at least one line item available.
Bulk Edit on the Invoice screen allows you to:
Select items individually
Select multiple line items at once
Use the checkbox in the header row to select or deselect all line items on the invoice
Once items are selected, the Edit and Void buttons become active and display the count of selected items to be edited or voided.
Bulk Edit
You can bulk-edit date/time, discount, and doctor, and add or remove invoice tags.
Bulk Void
When voiding multiple items at once, a single void reason applies to all selected items.
Select the line items you want to void using the checkboxes.
Click Void.
In the confirmation dialog, enter a reason in the Reason field.
Click Void to complete.
Note: One void reason applies to all items in a bulk void. If different items require different reasons, void them individually.
View line item history
You can view who created, changed, voided, or un-voided individual invoice line items, including the void reason, using the 3-dot menu within the Invoice screen.
Click the 3-dot menu next to the line item.
Select Show History.
The revision history appears below the line item and shows the staff member's name and role, the timestamp, and the reason entered when the void was created.
Frequently asked questions
Can I void a line item without entering a reason?
No. A void reason is required before the void can be completed. This applies to individual voids and bulk voids.
Can I edit or void line items on closed invoices?
No, changes can only be made to open invoices. For details on reopening invoices, see How to Reopen an Invoice.
Does undoing a void also require a reason?
No. Unvoiding does not require a reason.
Where can I see all voided line items across the practice?
The Voided Invoice Line Items Dashboard in Analytics gives you full visibility into charge adjustments across the practice, including the staff member who performed the void and when. Void reasons are not included in the dashboard.
Still need help?
Contact support via live chat or email [email protected].