When can I use the edit button in billing

The edit button in billing is available when an invoice is in Sent or Draft status. Here’s how to use it:

1. Access the Edit Button:
   • Click on an invoice that is in Sent or Draft status.
   • Click the edit button.
     
2. Edit Invoice Details:
   • Add, edit, or remove invoice line items as needed.
     
3. Insurance Invoices:
   • For invoices in Draft or Sent status, click “Generate Invoice” to save the edited invoice.
     
4. Online Payment Invoices:
   • For invoices in Sent status, click “Request Payment” to save the edited invoice.
   • This action will send out a new payment link and invoice reflecting the changes made.

Please note: The edit button is not available for invoices in Paid status as the invoice has already been paid.