Invoicing a volume client will lock down the appointment details and changes cannot be made until the invoice is “unbilled.”
If you need to add or remove a service item, correct the prices, or apply subsidies you must delete the invoice. Then, edit the appointment(s) and apply the necessary changes to the services/prices.
Here are the detailed steps:
- Navigate to Accounting > Tools: https://clinichq.com/app#/accounting/tools.
- “Tool: Invoice Fix”. Click on Go to continue.
![]( "Unbilling a client or unpaying an invoice")
Unbilling a client or unpaying an invoice - You will need the number of the invoice you want to unpay/unbill. When you get the number, type it in the text box and click on Load, as shown.
![]( "Loading an invoice")
Loading an invoice - It’s very important to check if the invoice you typed is the correct one. Unbilling/Unpaying is a definitive step. Once it’s done, it can’t be undone.
- After you’ve checked all the information regarding the invoice, check to see if the invoice has been paid. Any payment will appear under the “Unpaying tool” list. You will have to either refund the payment if a credit card was used to pay the invoice, or remove the payment if paid by cash, check or credit card manual.
Review the invoice, if the invoice is paid you will need to start by removing the payment. If they paid with a credit card, the open that will be present is to “Refund Payment.”
If another method was used to make the payment (cash, check, credit card (manual)) the option that will present is to “Remove payment.”
- After that, you can click the Unbill Invoice (cannot be undone), and the invoice will be removed.
![]( "Unpaying an invoice")
Unpaying an invoice
Now you can go to the services, fix the issue, and rebill the invoice. Note, the client will receive a new invoice and they will need to repay it.
There is one except to all of this. If you simply need to change the sex of the animal, you can do so without re-invoicing.
