Correcting or cancelling an invoice

What you can do depends on whether the practice already has the invoice. Once they do, it is corrected with a credit note, so your records match what they were sent.

What you can do with each invoice

Open the invoice from Invoices. On the phone these are near the bottom, under Change it.

Cancel a sent invoice and bill the work again

1. If it is marked as paid, take that off first. See I marked something as paid by mistake.
2. Choose Credit this invoice and confirm with Credit it. The credit note takes the next number in your sequence, the invoice shows as cancelled, and its sessions become unbilled again.
3. Send the credit note to the practice, so they know the invoice is cancelled. It is listed with your invoices.
4. Raise a new invoice for the sessions. It gets a new number.

A Form A raised with the invoice is cancelled with it. If a Form B covering this work has already gone to PCSE, the invoice can't be credited, and you will need to sort it out with PCSE.

If the practice never received it

Only do this if the practice doesn't have the invoice. If they do, credit it instead, so your records match theirs. A Form A marked as sent goes back to not sent as well. You can't do this once a Form B covering the work has gone to PCSE.

1. Take off any paid date. See I marked something as paid by mistake.
2. Next to the sent date, choose Clear, then confirm with Clear it.
3. Edit this invoice and Delete this invoice then appear. Editing keeps the number. Deleting puts the sessions back to unbilled.

If the practice has paid and is owed money back

A paid invoice can't be credited. Agree the refund with the practice and record it as a new entry.