Billing

Changing saved invoices

You can select an invoice from various places in DT Practice (for example, from the Prior Invoices portlet, the Review tab of the
Billing
 screen, or Invoice Journal report) and drill down into Detail Billing to edit or delete the invoice. Whenever there is a reason that the invoice cannot be edited or deleted, a dialog opens to give an explanation.
If you select multiple invoices and choose
Edit Selected
 or
Delete Selected
, this dialog will appear only if there is one or more invoices that cannot be edited or deleted. In that case, each of the invoices that cannot be edited or deleted will be listed with an explanation.
Reasons this dialog may appear include the following:
  • invoice has receipts applied to it
  • invoice has an adjustment entry applied to it
  • invoice includes a service charge

This article applies to:

  • Product: DT Practice