Billing and payments

How to complete a visit and adjust the before-tax price

Confirm the service amount before tax, apply an authorized adjustment, and create the invoice cleanly.

Step by step

1
Mark the appointment Complete.
2
In Charge this visit, confirm or change the Amount before tax.
3
Review the calculated tax and invoice total.
4
Create the invoice, then use an adjustment only when the clinic needs to document a further change and reason.

What should happen

The invoice keeps the service price, adjustment, tax, and final total readable and independently traceable.