How to Edit an Invoice

Do you need to edit an invoice to adjust the price, add custom line items, etc.? The IntakeQ invoicing system allows you to edit both unpaid and paid invoices.

Editing an Invoice

First you will want to open the invoice that you'd like to edit. There are various ways to access your invoices; they can be opened directly from the appointment window under "Bookings" or "Lists > Appointments", on a client's profile under the "Invoices" tab, and also from "Lists > Invoices".

Once the invoice is open, simply click on the "Actions" button in the bottom right corner of the invoice, then select "Edit Invoice" to enter edit mode (shown below).

You'll see there are numerous areas you can edit on the invoice, some are marked in the image above. When you have made the necessary edits, click "Update Invoice" to save the changes.

Editing Paid Invoices

If you want team members to be able to edit paid invoices, you'll need to ensure this is a permission they have as part of their user role. Administrators are the only ones who have this ability by default, you'll need to enable it for the other user roles as needed, including for individual non-admin practitioners.

To enable this option, follow the steps below:

  1. Navigate to "More > Team > Roles".
  2. Select "Edit" next to the role you want to grant this permission to.
  3. Scroll down to the Invoice Permissions section and check the box beside "Can edit paid invoices".
  4. Click "Save Role" at the top or bottom to save the adjustment. That user role can now edit paid invoices.

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