Skip to main content
All CollectionsBilling & TransactionsPayments
How to Modify the Enrollment or Charge Item Linked to a Payment
How to Modify the Enrollment or Charge Item Linked to a Payment

How to adjust payment details on an Invoice

Serena Edwards avatar
Written by Serena Edwards
Updated this week

To edit a paid invoice to either be applied to a different enrollment or to put the payment toward different charge items, follow these steps:

Step 1 - Manage Invoice

Click "Manage" on the Paid Invoices tab on the customer's Billing page.

Step 2 - Edit Invoice

Select "Edit" next to the Invoice you would like to adjust.

Step 3 - Edit Charge Item

Select the three dots next to the charge (red line item) and click "Edit."

Step 4 - Edit Program

From there, you can edit which Program the charge is tied to.

Step 5 - Edit Charge Item/Amount

You can also edit the Charge Item type and/or amount of the Charge Item. Under "Charge Items," select the down arrow to choose a different Charge Item or add Charge Items. The amount can be changed to any amount other than "0."

If you need to zero out the charge, the best option is to add a credit to the invoice with a public note explaining what the credit is for. When future invoices hit their account, the system will use that credit to pay the invoice.

Did this answer your question?