Help SiteClinic Users Invoicing & EstimatesHow to change the provider of an already entered billing item

How to change the provider of an already entered billing item

Changing the provider with in a visit or client invoice is extremely easy. 

2 options exist:

  1. Change the provider before it is actually entered using "Select Provider" pull down menu (review entering items to an invoice)
  2. Once a billing entry has been made you can still change the provider by simply selecting the new desired provider

Changing a Provider for an exiting billing entry respects overall system settings:

  • At the bill code setup screen, an option exist to allow users to modify or not modify provider
  • In SpecVet you can set the time a billing item can be modified even in an open invoice (commonly set at 24 -48 hours)
  • Once an invoice is closed, no further modifications can be made
  • SpecVet does have a privilege that allows users (admin users) to re-open invoices