If your clients have fee adjustment invoices, it means that the appointment fee has been changed for an appointment that was already invoiced. If an appointment fee changes, the system needs to create an adjustment invoice to balance out the change.
Removing fee adjustment invoices
If you want to clean up your client's billing and remove fee adjustment invoices, you'll need to do the following:
- Delete all invoices for the appointment.
- Edit the appointment fee, if you haven't done so already. If you've already edited the appointment fee, skip to step 3.
- Create new invoices for the appointment and make sure to edit the date before saving the invoice. You can edit the date on a newly created invoice by clicking the date on the invoice.
Check out this guide for more information: Changing Appointment Fees
Preventing fee adjustment invoices in the future
To avoid fee adjustment invoices, make sure to edit the appointment fee before the end of the day if you have invoice automation enabled.
Note: We recommend invoice automation because invoices are the basis of billing in SimplePractice. If you disable invoice automation, you will need to manually invoice appointments for each client.