Change invoice information

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Dr. Audrey La Noce, DO, FAPA

• March 10, 2021 15:54

I need to change who to make checks payable to on our invoices. 

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  Gillian

  • March 12, 2021 19:31

  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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  terry caldwell

  • June 04, 2021 17:33

  I'd like my SS# removed from the invoice document

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  Pamela Modeste

  • September 28, 2021 01:12

   

  is it possible to change the invoice number on an invoice?  Having a low invoice number when you are first getting clients may give a wrong impression. Thanks.

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  Caren Klein

  • February 23, 2022 17:55

  I am trying to send invoices of copays and when I create and save the invoice it stamps it has paid. I don't want it to be stamped paid because it hasn't been paid. How can I fix this?

   

   

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  Emily Baugh

  • May 23, 2021 17:34

  I need to add additional information to paid invoices in order for a client to submit them to insurance.  How do I do this?

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  Terence D. Collins

  • July 19, 2021 23:28

  I mistakenly, doubled bill on invoice how do I cancel and correct the mistake?

   

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