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Editing invoice after payment

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10 comments

  • Gillian

    Hi Adam, I'd be happy to help. All you need to do is visit My Account > Settings > Billing and Services and ensure that your invoice settings are set to include the Service Descriptor. Then, delete and recreate the invoice to update it with the new Service Descriptor. The payment will automatically be applied to the new invoice, assuming that the client doesn't have any other outstanding invoices. 

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  • Hannah Carpenter

    Can you do the above when a client pays multiple co-pays with a stripe payment and you only need to adjust one or two services? Also, how would this work for two services months ago from stripe payments?

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  • Ruth

    Hi Hannah, to have your client's past invoices include service descriptions and reflect the changes you made in Settings > Billing & Services, you'll want to delete the old invoices you created for the client and regenerate new ones for these dates of service. To do this, go to the client's file > Billing tab, find the appointment, click on the invoice associated with it and delete it. Still in the Billing tab, narrow the date range at the top of the page to only include the date for this session, click New > Invoice, then change the Issue Date at the top of the page to match the date of service and hit Save. Payments are applied to the oldest and smallest invoice in the client's file, which is why I recommend editing the issue date. This way, payments will be allocated to this invoice before they're allocated to invoices with earlier issue dates, but more recent dates of service. Here's a great guide on Recreating client Invoices. Let me know if you have any other questions! 

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  • Betsy Archer

    What if you need to edit the invoice to take a Stripe payment when you accidentally said you accepted a cash payment (which you did not)?

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  • Susan Browner

    Still looking for answer to this question: What if you need to edit the invoice to take a Stripe payment when you accidentally said you accepted a cash payment (which you did not)?

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  • Amy B. Freed

    Agree, need an answer. 

     

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  • Dina Berhan

    Hello. I client made one payment for two invoices - how do I reflect this in one invoice versus having one that says not paid and one that says paid with half the amount. Thank you kindly. 

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  • Todd C. Baird

    What if you need to edit the invoice to take a Stripe payment when you accidentally said you accepted a cash payment (which you did not)?

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  • Catherine Anicama

    A client invoice was paid before I could add a credit card processing fee. Can I still edit the invoice or do I just need to carry the fee over to the next session?

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  • Alison L. Prince

    HOw do I add a client's previous payment or credit to a newly recreated correct invoice?

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