Edit an invoice
Overview
This flow describes how to change the details and the items of a draft invoice in Care.
Pre-requisites
- Someone created the invoice, and its status is Draft.
- You have the permissions listed below.
Permissions
| Permission | Access |
|---|---|
| Can Write Invoice | Lets you change the details and the items of a draft invoice. Facility Admin, Admin, Staff, Doctor, Nurse, and Pharmacist have this permission. |
Steps
1. Open the invoice
Open the invoice that you want to change. Confirm that the status of the invoice is Draft. You cannot change an invoice after you issue it.
2. Edit the invoice details
Change the invoice details on the invoice page.
| Component | What it captures |
|---|---|
| Issue Date | The date of the invoice. |
| Payment Terms | The terms of payment for the invoice. |
| Note | More information about the invoice. |
Save your changes.
3. Edit the invoice items
Change the charge items on the invoice page. You can do these actions:
- Add a charge item that belongs to the same account.
- Create a charge item from a Charge Item Definition, and add it to the invoice.
- Remove a charge item from the invoice.
- Change the title, quantity, price, tax, discount, or performer of an item.
Note: Press o to open Other Charge Items. This shows the other charge items of the account that you can add.
Save your changes.
Expected Outcome
- The invoice shows the new details and the new items.
- The invoice stays in Draft status, and you can issue it.
Related
Concepts:
Flows: