Sometimes a payment might need a little fixing, maybe it was entered with the wrong amount, linked to the wrong invoice, or just needs to be unlinked altogether.
If you need to remove the payment completely, the best option is to archive it.
But if you simply need to correct a detail, like adjusting the amount or changing which invoice it’s applied to, you can edit the payment instead. This guide explains how to do that and how to manage different payment allocation scenarios.
This function is only available to administrators, power receptionists, and bookkeepers.
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!
By default, Cliniko automatically allocates payments to the oldest invoices. You can change this so that allocations are only done manually. Check out our guide on payment allocation for invoices.
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!