Permissions

You must have Billing permissions to edit a payment.

Before You Begin

You cannot edit a credit card payment in TheraNest. You can remove/add it to invoices but you cannot edit any other information.

Edit Payment

  1. Navigate to the client's Ledger page and click the Payment History in the top-right corner.
  2. Click Details for the payment that needs editing.
  3. On the Payment Info page, click the Change amount button to the right of the payment amount to edit the amount of the payment. The payment's Payment Method, Date, Payment Number and Notes can also be edited at this time.
  4. If the payment is already applied to an invoice/session, adjust the amount distributed to this session in the Payment field.
  5. Click Save.

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