There are two places to view Invoices:
The Invoices page
The Billing page of a particular Account.
In either of the above places, you can edit any of the Invoice details 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
Follow these steps to edit an Invoice.
Step 1 - Choose Invoice Type
Click on Current Invoices or Paid Invoices. To edit Future Invoices, you will have to edit the payment plan that is creating the future Invoice. See this article for steps.
Step 2 - Edit Invoice
Click on the Edit button to see the details of that Invoice. To edit a specific Invoice in the list of Invoices, select the three dots beside the Invoice, then click Edit.
Step 3 - Change Invoice Number or Due Date
Click the pencil icon on the Invoice to edit the Invoice number or the due date.
Step 4 - Change Enrollment
To change the enrollment that is connected to specific transaction, click the three dots beside the transaction, then "Edit." Change the enrollment under "Enrollee Program." (Note: "Enrollee" may be called something else, i.e., "Child," "Student," etc.).
Step 5 - Edit Transaction/Charges
To edit any Charge Items or amounts, click the three dots beside a charge transaction (these transactions are in red), the "Edit."
Under "Edit Charge Item," you can change the amounts of any existing Charge Items, or click the "Add Charge Item" button to add additional Charge Items.
NOTE: You can add multiples of the same charge item with the same or different amounts.
Step 6 - Edit Credits/Discount Items
To edit any credit transaction (these are in blue), click the three dots beside the credit transaction then "Edit." You can edit the amount, the payer, or the Discount Item.
