Skip to main content
Version: 3.1

Edit invoice details

Overview​

This flow describes how to change the issue date, the payment terms, or the note on a draft invoice in Care.

Pre-requisites​

  • The invoice exists in the facility, and you open that invoice.
  • The invoice status is Draft. You can edit these details only for a draft invoice.
  • If the invoice is locked, you have the permission to manage a locked invoice.
  • You have the permissions listed below.

Permissions​

PermissionAccess
Can Read InvoiceLets you open the invoice.
Can Write InvoiceLets you change the invoice in the facility.
Can Manage Locked InvoiceNeeded in addition if the invoice is locked.

Steps​

1. Open the invoice​

  1. In the facility sidebar, select Billing.
  2. Select Invoices.
  3. For the invoice that you want to change, select See Invoice.

2. Start the edit​

Select Edit Details. Care shows this button only when the invoice status is Draft.

Care opens the dialog Edit Invoice Details. The fields show the current values of the invoice.

Note: Selecting outside the dialog does not close the dialog.

3. Change the details​

Change one or more of the fields. All three fields are optional.

ComponentsWhat it captures
Issue DateThe date and the time of the invoice. Select the date and the time in the picker.
Payment TermsThe payment terms for the invoice. Free text.
NoteA free-text note for the invoice.
note

You cannot enter a future issue date. For a future date, Care shows the message "Issue date cannot be in the future".

4. Save the changes​

Submit the form to save the changes.

Expected Outcome​

  • Care saves the new issue date, payment terms, and note on the invoice.
  • Care shows the message "Invoice updated successfully".
  • Care closes the dialog.
  • The invoice status stays Draft. This dialog does not change the status.
  • If the save fails, Care shows the message "Failed to update invoice". The invoice keeps the earlier values.

Concepts:

References:

Flows: