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.
Note: The PIMS ID cannot be edited.
You can also Bulk Edit or Bulk Void invoice items using the Bulk Edit button to the left of Payments & Ledger, or by pressing the Ctrl+E shortcut, provided there is at least one line item available.
Similar to Bulk Edit on the Tx Sheet Screen, Bulk Edit on the Invoice screen allows you to:
Select items individually
Select headings to choose 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, displaying a count of the selected items that will be edited or voided.
You can bulk edit date/time, doctor, and add or remove invoice tags.
To access these features:
The Edit button is visible only if you have the
invoice_edit_line_itempermission.The Void / Undo Void buttons are visible only if you have the
invoice_void_line_itempermission on one of your Staff Roles in Admin.
Pro 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.
You can also view who created, voided, or un-voided individual invoice line items using the 3-dot menu within the Invoice screen.
You’ll then see the revision history below the line item.
