How to amend an appointment invoice

once it has been created

PURPOSE - Having created an invoice from the service booked in the Appointment Calendar, you find that you need to change the service to be charged for.

The appointment will have been fully processed, all 3 flags in the Client Director engaged

Note the service in the Appointment Calendar:The invoice will have been created to reflect the price attached to this type of service

1. Right click on the appointment 2. Select Invoice

3. Select Delete Invoice

4. Confirm deletion by clicking on Yes

1. Right click on the appointment, select Director

2. In the Client Director select Active App tab

3. Reverse Appointment flag status by clicking on Finish Appt flag

1 Confirm reversing status of this appointment by clicking on Yes

2 Repeat the process above with Start Appt and Arrive Appt flags

Refresh the Appointment Calendar

Note that the appointment status has returned to an un-arrived /un-processed status

1. Right click on the appointment, select Edit

3. Save the edited appointment

2. In New Appointment window in Service Code drop down select the correct service code

1. Right click on the appointment, select Full Process

2. In the Invoice Manager note the correct service and price