Providers can easily adjust the invoice amount in the case of a billing mistake, change in prices, etc. Please note, some actions may be restricted once the invoice is posted to the student's account.
Adjust a unposted invoice
If an invoice has not yet been posted to a student’s account, meaning the payer has not yet received it, the charges can still be modified. You can adjust the total amount due by adding or removing a charge in invoice or adjusting the individual charge amount.
Log in on the web
Click Billing in the sidebar menu > Students tab > Click on the student
Select the Upcoming invoices tab
Next to the invoice, click Actions > Edit invoice
To add a charge, click + Add charge
To remove or edit a charge amount, click Actions > Remove charge or Edit charge
Adjust a posted invoice
Once an invoice is posted and sent to payers, the total amount due cannot be increased, only reduced. To increase the amount, you can void the old invoice and create a new one. If the invoice is reduced $0.00, the invoice will still post on the selected date, but show $0.00 unless it is deleted entirely
Take the steps below to reduce the invoice amount due:
Log in on the web
In the left sidebar, click Billing > Students tab
Click on a student, then All Transactions tab
Next to the invoice, press Actions > View/Edit
Next to the charge, click Actions > Reduce / Void to enter a new amount
Note: Adjustments made to already paid invoices will be reflected as an account credit, which will be applied to the next invoice or it can be refunded back to the payer.
View historical changes to invoices
If an invoice is adjusted after it's been posted, an ⓘ icon will appear for payers and admins when hovering over the charge item. This icon displays details of any adjustments, including reductions and discounts.
Log in on the web
In the left sidebar, click Billing > Students tab
Click on the student, then All Transactions tab
Next to the invoice, press Actions > View/Edit
Click the ⓘ information icon next to the charge amount
Note: Adjustments to a unposted invoices will not show a change history.