Editing the Practitioner on a Paid Invoice

At times, you may need to edit the Practitioner on an invoice to maintain accurate records.

Editing a Practitioner on a Paid Invoice

Follow these steps to update the Practitioner on an already paid invoice:

1. Click on the Invoice (e.g., INV-3).
2. Click on Edit.
3. Click the Practitioner's name.
4. Type in the new Practitioner's name.
5. Click Finish.

Completing these steps ensures the accuracy of the Practitioner information on your invoices.