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Updating a paid invoice with access to the service descriptor in the new billing page

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  • Whitney Hebbert

    We are having an issue with this today 02/17/2021 with the new update that rolled out. When we generate new invoices for this year 2021 we are unable to "EDIT" first the descriptor and we find that it is very important for us to do. Please Help. 

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  • Ruth

    Hi Hannah and Whitney, sorry for the late response, I'd be happy to clarify this for you. Paid invoices cannot be edited after you've generated them and hit the Save button. You'll want to delete the existing invoice, regenerate a new one and edit it right from the draft that appears immediately. Once saved and marked Paid, you won't be able to make changes to the invoice. Furthermore, if the invoice line items are for for Appointments, instead of Products, then you won't be able to edit the line item descriptor from the invoice, regardless. Instead, you'll want to go to Settings > Billing & Services and change the Invoice Settings to display the same custom descriptor for all appointments, or have the appointment's service code descriptor populate instead. You can check and edit what your service code descriptors are by going to Settings > Billing & Services > Services and clicking on each service. If you make any changes to your Invoice Settings, or Services, they'll only appear on invoices you generate after, so you can delete an invoice and regenerate it retroactively to display these changes. 

    Lastly, if you're trying to edit service descriptors for a Superbill that your clients can submit it to their insurance for reimbursement, then you'll want to first change your Invoice Settings. Then delete any previously generated Superbills and invoices that include these dates of service. Now regenerate the invoices, then create a Superbill. 

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