Editing the Payment Method on a Paid Invoice

You may want to edit the payment method on a paid invoice to maintain accurate financial records for billing and accounting purposes.

Changing Payment Method on a Paid Invoice

  1. Click on the Invoice.
  2. Click on the Transaction (for example, TRN-3).
  3. Click on the Edit.
  4. Under Payment Method, select the type of payment used.
  5. Click Save.

Important Note: You can edit the date and location or unlink the transaction from the invoice.

Correcting $0.01 Over & Underpayments

Error Message when Trying to Add a Credit Card in Online Booking

Deleting a Service on a Paid Invoice

Deleting a Transaction

Editing the Practitioner on a Paid Invoice

Editing Service Fees

Editing the Treatment Date on a Paid Invoice

Editing a Transaction

Signature Does Not Appear on Invoice

Unlinking Transactions

You may want to edit the payment method on a paid invoice to maintain accurate financial records for billing and accounting purposes.

Changing Payment Method on a Paid Invoice

  1. Click on the Invoice.
  2. Click on the Transaction (for example, TRN-3).
  3. Click on the Edit.
  4. Under Payment Method, select the type of payment used.
  5. Click Save.

Important Note: You can edit the date and location or unlink the transaction from the invoice.

You may want to edit the payment method on a paid invoice to maintain accurate financial records for billing and accounting purposes.

Changing Payment Method on a Paid Invoice

  1. Click on the Invoice.
  2. Click on the Transaction (for example, TRN-3).
  3. Click on the Edit.
  4. Under Payment Method, select the type of payment used.
  5. Click Save.

Important Note: You can edit the date and location or unlink the transaction from the invoice.

Correcting $0.01 Over & Underpayments

Error Message when Trying to Add a Credit Card in Online Booking

Deleting a Service on a Paid Invoice

Deleting a Transaction

Editing the Practitioner on a Paid Invoice

Editing Service Fees

Editing the Treatment Date on a Paid Invoice

Editing a Transaction

Signature Does Not Appear on Invoice

Unlinking Transactions

calendar date picker

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming
Invoice

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming
calendar date picker
invoice