Edit Existing Invoice Entry

Use the following steps to edit the details of an existing invoice entry record;

Please note an Invoice cannot be edited if the status is Provider Paid.

1.      Click on Plan Management then  Invoice Entry from the Main Menu.

2.    The Service Entry screen displays.

Edit from Invoice Detail Panel

If you only wish to update the Note or attached file, simply click to expand the Invoice details  

Once the invoice details are expanded, follow these steps

1. To add or update notes, click Invoice Note and begin editing. You can enter up to 1,000 characters, including spaces.
   
2. To upload or replace an attachment, use the Drag and Drop Attachment area.
   
3. To remove an attachment, click the Delete icon.
   

Edit Invoice Screen

If you wish to update not only Note and/or attached file, click on the Edit Icon beside the Invoice Entry you wish to change.

The Edit Invoice screen displays.  The Edit screen enables you to change all fields.

Where the Service Contract is Inactive, the Status will display in Red.

You also have the option to Cancel an Invoice from the Edit Invoice screen.  Simply click on the Cancel Invoice button, click to confirm, if successful click Close.  System returns to the  Service Entry screen.  To find the Cancelled Invoice, select  Cancelled  in the  Status Filter .

1. The Delivered and Delivered From Date calendar picker defaults to the month of the Provider Invoice Date.
   
2. The Delivered To Date on any line item, calendar picker will default to the month of the Delivered From Date.

1. Click Save when you’ve finished editing the Invoice record.  The saved Invoice record will display.
   
2. Click Back to return to the Service Entry screen.
   

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