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Edit Invoices

Edit Paid, Current, or Future Invoices

Caroline Hilton avatar
Written by Caroline Hilton
Updated this week

There are two places to view Invoices:

In either of the above places, follow these steps to edit an Invoice.

Step 1 - Choose Invoice Type

Click on Current Invoices, Paid Invoices, or Future Invoices.

Step 2 - Edit Invoice

Click on the Edit button to see the details of that Invoice, including the following:

  • The date and time it was posted

  • Who posted it

  • The Location it is associated with

  • The Program it is associated with

  • The Enrollee it is associated with

  • The Account it is associated with

  • The Charge/Payment type

  • The Item description

To edit a specific Invoice in the list of Invoices, select the three dots beside the Invoice, then click Edit.

Edit any of the above details on a Paid or Current Invoice, and then select "Save".

NOTE: For Future Invoices, edit the payment plan that is creating the future Invoice. See this article for steps.

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