This article explains which elements of a finalised invoice can be edited in Provet. You cannot change invoice items directly on a finalised invoice.

You can edit the payer information on a finalised invoice if the Allow editing payer of finalised invoice setting is enabled in your clinic location settings and you have the required user rights. This change only affects the invoice PDF and printout and alters where the invoice is listed in the client record.

The invoice date can be changed after finalisation if the Allow changing invoice date setting is selected and you have the required user rights.

Payments on finalised invoices can be cancelled or corrected directly on the invoice page, under the Payments section. This action requires the Enable payment cancellations setting to be active and the necessary user rights. Corrections can involve changing the sum or the payment method.

For integrated terminal payments, direct cancellation or refund from the invoice page is usually the only option for correction of the payment method; the 'Correct payment methods' credit note option does not activate the integration.

You can add or modify Invoice remarks and Internal remarks on a finalised invoice. Invoice remarks can be set to print on the invoice for the client by selecting the Print remarks on invoice checkbox under the text box.

Items on a finalised invoice cannot be changed. For any changes to invoice items, you need to create a credit note and, if required, create a new draft invoice. You can add and edit items on draft invoices. For more information, see Credit Notes.

Remember that accessing and changing settings in Provet always require certain user permissions.

Overview of Invoicing and Payments

Invoicing and Payments Settings

Cancel or Correct a Payment Using the Credit Note Function