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Change invoice information

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  • Gillian

    Hi Dr. La Noce, I'd be happy to help. An invoice cannot be edited to change the name in the Make Payments To section, however you can edit this information within the account. This part of the account is pulled from the group practice's name on the account. To change this go to, Settings > My Practice to change the Practice Name. This will not change on invoices that were already created, therefore you will need to recreate an invoice to have this change populate.

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