Editing invoice after creation
Answered
Hi all, my name is Max and I am a psychotherapist. We are new to Simple Practice and trying to figure out how to edit the amount on an invoice after the session has happened and the invoice has already been created??
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Hi Max, I'd be happy to help.
First, delete the invoice that has been generated for the session. Next, visit the client's Overview page, and click the Billing tab. The Billing tab lists all sessions, invoices, and payments for the client. Hover your mouse over the session fee on the Billing tab to reveal the Edit button, then, adjust the fee as needed. Finally, hit Save and create a new invoice using the +Create > Invoice button on the Billing tab.
Let me know if you have any additional questions about this, or anything else SimplePractice. I'm here to help.
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Hi Amye,
I'd be happy to help. To show the full Service Code description on invoices, visit My Account > Settings > Billing and Services. Then, check the checkbox under Invoices that reads "Use Appointment Service and Description." Finally, you can delete and regenerate any invoices to update them with the Service Code and Description.
Please let me know if you have any additional questions, and I’ll be glad to assist you.
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If the client has already paid the invoice and I want to edit the invoice description, can I delete the invoice and create a new one without impacting the payment? Please advise on if there is another way to create a new invoice or edit an invoice related to a session that was already paid for. Client wants expanded description for HSA reimbursement. Thanks!
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Hi Cheryl - I can certainly clarify this for you. Find my instructions on how to change session fees and regenerate an invoice to bill your clients the corrected amount.
- You'll want to go to your client's Billing page and delete the original session invoice that billed your client the incorrect amount. Here is a screenshot:
- Identify the Appointment that this invoice is associated with, click on the Appointment, or the "Edit" link that appears when you hover over the Appointment.
- Now change the "Client Owes" amount to reflect the correct session fee. Save your changes. This process is pictured here:
- Generate a new invoice for this appointment by narrowing the date range to only include the edited session date and clicking the +Create New > Invoice.
For more information regarding this process, please refer to these guides:
Note: If a Superbill is associated with an appointment, you won't be able to edit it. You'll need to delete the Superbill prior to making any changes to the session.
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