After you finalize an invoice in Provet, most of it is locked. You can still change the payer, the invoice date, the payments, and the remarks, if your clinic location settings and your user permissions allow it. To change invoice items, you must create a credit note.

You can change the payer on a finalized invoice if the Allow editing payer of finalized invoice setting allows it and you have the required user permissions. The change affects only the invoice PDF and printout. It also changes where the invoice is listed in the client record.

To change the setting, go to Settings > Clinic location > Finance > Allow editing payer of finalized invoice.

You can change the invoice date on a finalized invoice if the Allow changing invoice date setting is selected and you have the required user permissions.

To change the setting, go to Settings > Clinic location > Invoices > Allow changing invoice date.

You can cancel or correct payments on a finalized invoice in the Payments section of the invoice page. You can change the sum or the payment method. For the steps, see Cancel or Correct a Payment on the Invoice Page.

To cancel or correct payments, the Enable payment cancellations setting must be selected and you need the required user permissions. To change the setting, go to Settings > Clinic location > Finance > Enable payment cancellations.

With integrated terminal payments, canceling or refunding the payment on the invoice page is usually the only way to correct the payment method. The Correct payment methods credit note option does not work with the terminal integration.

You can add or change Invoice remarks and Internal remarks on a finalized invoice. To print the invoice remarks on the invoice, select the Print remarks on invoice checkbox under the text box.

You cannot change the items on a finalized invoice. To correct items, create a credit note and, if needed, a new draft invoice. You can add and edit items on draft invoices. For more information, see Overview of Credit Notes.

Overview of Invoicing and Payments
​Invoicing and Payments Settings
​Cancel or Correct a Payment Using the Credit Note Function