Making changes to invoices.
24 Hour Review Period
Administrators have a 24 hour review period in which they can make updates to draft invoices. During this review period, administrators can issue credits, make adjustments and add memos to invoices.
Invoice Credits (-) and Adjustments (+)
During the review period Scout allows administrators to issue "credits", which reduce the amount owed, or adjustments, which increase the amount owed.
To issue a credit or adjustment:
- Open a customer's invoice.
- Select the "More" button in the top right corner of the invoice to expose additional invoice options.
- Select either Credit ( - ) or Adjustment ( + ).
- Select the appointment you wish the credit or adjustment to be applied to, enter the amount of the credit or adjustment and enter a description so your client knows why it was added.
That's it! Each credit or adjustment you issue will show up as a new line item on your customer's invoice.