You can change the invoice address and/or payer information on an invoice, including counter sales — even after it has been finalised. This requires the Allow editing payer of finalised invoice setting to be enabled in Settings > Clinic location settings. Note that specific permissions may be required to access these settings.
To edit the payer information, select the pen button in the Payer section of the invoice or counter sale page.
Keep the following in mind:
This change only affects the invoice PDF and printout — it does not update the client's general information in .
If you select a different client as the payer, the invoice will be listed under that client's records in .
If you change the payer information after the invoice has already been printed or emailed to the client, the client will have a version that no longer matches the updated record. This may cause confusion or disputes over billing.