Click the item itself, or the 3-dot menu next to any invoice item, and choose ‘edit’ to change the Time, Label, Quantity, Invoice Tags, Dr., and Price. Please note the PIMS ID is not editable.
You can also Bulk Edit/Void using the Bulk Edit button to the left of Payments & Ledger or via the Ctrl+E shortcut, provided there is at least 1 line item available.
As with bulk edit in the Tx Sheet screen, bulk edit in the Invoice screen allows you to select items one by one, or select headings to select multiple line items at a time. There is also a checkbox in the header row which will select / deselect all line items on the Invoice screen.
Once line items have been selected, the Edit and Void buttons become enabled with 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.
In order to see the Edit button, you must have the invoice_edit_line_item permission. Likewise, in order to see the Void / Undo Void buttons, you must have the invoice_void_line_item permission on one of your Staff Roles in Admin.
💡 ProTip: 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.
