Edit fees

There are different ways to update fees and their pricing in your practice:

Note

Need to update pricing? We have a a pricing management guide on how to set price, tax and rebate amounts for your fees.

Manually edit fees in the Fees List

  1. Click Finances > Fees.

  2. In the Fees List, click the fee you want to edit.

  3. In this Edit Fee screen, make your required changes.

  4. To update pricing or visibility, under the Pricing section, click the Icon-Edit.svg pencil icon. Make your required changes, then click Save.

    Fee-Update-03-MY.png
  5. Click Save Fee.

Whenever you add the fee to an appointment or invoice, it now uses the updated details.

Note

If you want to update the fees pricing only for future invoices without the fee price on past invoices, create a new pricing block instead.

Manually edit fees on an individual invoice

You can also change the fee and rebate amounts charged on an individual invoice.

  1. Open the invoice.

  2. Under the Fees & Charges section, next to the fee, click the Icon-Edit.svg pencil icon.

    Fee-Update-Invoice-MY.png
  3. The Edit Invoice Line pop-up appears. Make the required changes and click Save.

  4. Click Save.

The fee is now updated on this invoice.

Updated

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