Edit a payment
Learn how to edit a payment.
Emily avatar
Written by Emily
Updated over a week ago

If there's a mistake with a payment, you can do one of two things: archive it, or edit it!

Archiving will be the preferred option if you want to remove it entirely. However, if you made a mistake by putting the wrong amount in the payment source field, or applying it to the wrong invoice, this can be fixed by editing it!

☝️Note: This function is only available to administrators or power receptionists.

Editing a payment

Find the payment you wish to edit. This can be found in one of two places—either via the Payments tab:

Or it can be found on the invoice it's been allocated to, at the bottom:

Once you've selected the payment you want, click the Edit button at the top:

You'll be able to edit any of the fields on the payment:

You can change the payment source, change the payment amount, change the date, and even remove the payment from this invoice and apply it to a different one, in the event this payment was applied to the wrong invoice!

When you're finished, hit Save payment, and you're all set!

☝️Note: If the payment you're editing has already been applied to an invoice, or if there's account credit on this patient's file, there's a chance you might encounter some errors when trying to edit. If this happens, send us a message, and our support team can help!

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