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Can I edit an invoice after it has been paid?

Invoices

Updated over a week ago

Once an invoice has been marked as paid, it cannot be directly edited.


What are my options?

You have two options depending on what needs to be updated:

1. Regenerate the invoice

  • Updates client details only (name, DOB, insurance)

2. Create a Stand-alone invoice

  • Use this if you need to update:

    • Dates

    • Descriptions

    • Procedure or ICD codes

    • Pricing


Important

  • Paid invoices cannot be edited directly

  • A new invoice must be created for any billing corrections

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