Regenerating an invoice allows you to update certain client details on an invoice after it has already been paid.
When can I regenerate an invoice?
You can regenerate an invoice after it has been marked as paid.
To do this:
Go to Billing
Locate the invoice
Click the menu (⋯) on the invoice line
Select Regenerate
What information gets updated?
When you regenerate an invoice, it will update any client details that have changed since the invoice was originally created, such as:
Client name
Date of Birth
Insurance details
What does NOT get updated?
Regenerating an invoice does not update line item details, including:
Appointment or service dates
Descriptions
Procedure or ICD codes
Pricing
What if I need to update line item details?
If you need to update any of the above, you will need to create a Stand-alone invoice.
Stand-alone invoices are not tied to a service, so you will need to manually enter:
Procedure codes
Description
Price
Date of service
Best practice
After creating a Stand-alone invoice, it is recommended to:
Delete the original paid invoice
This helps avoid having duplicate invoices for the same date of service.