# Edit Invoice

 In Unite EMR, invoices can be edited to ensure accurate billing by updating items, applying discounts, and adjusting payment details or VAT. All modifications are tracked in the **Invoice History** screen, and details of the user who created or last modified the invoice are available in the **More Actions** pop-up.

Common modifications applicable to all invoice types include the ability to adjust the **Invoice Date** using the **Invoice Date Picker** in the **Invoice Details** section. The **Invoice Auto Consumption** option can be selected or deselected as required. Users can modify the [**Refund**](/uniteemr/application-modules/billing/invoice/edit-invoice/refund.md) or [**Credit Note**](/uniteemr/application-modules/billing/invoice/edit-invoice/credit-note.md) fields when necessary. Additionally, items can be added, deleted, or updated, with the total price automatically recalculated. If required, the **collected payments** can also be modified, and further details on payment options can be found in the **Payment Options & Summary** section. 

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### **Steps to Edit a Self-Pay Invoice**

* To edit a Self-Pay invoice, locate and open the invoice. Refer to the [View Existing Invoices](/uniteemr/application-modules/billing/invoice/view-existing-invoices.md) section for instructions on accessing invoices.
* In the **Patient Invoice(s)** section, update the **Overall Discount Percentage (OA.Disc.%)** and **Overall Discount Amount (OA.Disc.Amt)** fields.

  <figure><img src="/files/jOwFAtS6YcjtFBDLIGHs" alt=""><figcaption></figcaption></figure>
* In the **Invoice Details** section, modify fields such as [**Refund**](/uniteemr/application-modules/billing/invoice/edit-invoice/refund.md), [**Credit Note**](/uniteemr/application-modules/billing/invoice/edit-invoice/credit-note.md), **Quantity (Qty)**, **Rate**, **Discount Percentage (Disc.%) or Amount (Disc.Amt)**, **VAT**, and **Remarks**.&#x20;

  <figure><img src="/files/ThW7O9z74UinWwRg6uxg" alt=""><figcaption></figcaption></figure>
* Any changes in item prices will automatically update the total price.&#x20;

  <figure><img src="/files/lWfZHXfLKHLxWzDJJbNc" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
For existing invoices, when updating the invoice, if any item is deleted, the invoice amount is adjusted as an advance amount or refund.
{% endhint %}

***

### **Steps to Edit an Insurance Invoice**

* To edit an insurance invoice, locate and open the invoice. Refer to the [View Existing Invoices](/uniteemr/application-modules/billing/invoice/view-existing-invoices.md) section for instructions on accessing invoices.
* In the **Invoice Details** section, update the **Claim Form Number** in the **Claim Form #** field. Modify the **Post Office Type** using the dropdown, if needed.&#x20;

  <figure><img src="/files/xgovOVbzWkfD1R2wXdsY" alt=""><figcaption></figcaption></figure>
* Edit fields such as **Quantity (Qty)**, **Rate**, **Discount percentage (Disc. %) or Amount (Disc. Amt)**, **Patient Share**, **Pre Authorization Code (Pre.Auth Code)**, **ClinicianID**, and **Remarks** if required.
  * If the **Patient Share** field is updated, the modified **Patient Share** will automatically reflect in the respective **Patient Share invoice**.

    <figure><img src="/files/v6XuUYAOV9UjklXTSpEy" alt=""><figcaption></figcaption></figure>
* In the **Patient Share** invoice, modifications include updating the **Do Not Deduct** option, adjusting **Refund** and [**Credit Note**](/uniteemr/application-modules/billing/invoice/edit-invoice/credit-note.md), and adding or deleting items.

  <figure><img src="/files/M1DYZiNI0347BC0XH3kI" alt=""><figcaption></figcaption></figure>

***

### **Steps to Edit a Package Invoice**

* To edit a Package invoice, locate and open the Package invoice. Refer to the [View Existing Invoices](/uniteemr/application-modules/billing/invoice/view-existing-invoices.md) section for instructions on accessing invoices.
* In the **Patient Invoice(s)** section, update the **Overall Discount Percentage (OA.Disc.%)** and **Overall Discount Amount (OA.Disc.Amt)** fields. The discount will updated to the Package.

  <figure><img src="/files/zivvWFj29I1mSpc5zAOJ" alt=""><figcaption></figcaption></figure>
* In the **Invoice Details** section, modify the **Invoice Date** using the date picker. Adjust [**Refund**](/uniteemr/application-modules/billing/invoice/edit-invoice/refund.md), [**Credit Note**](/uniteemr/application-modules/billing/invoice/edit-invoice/credit-note.md), **Package Discount Percentage (Disc.%)** or **Amount** (**Disc.Amt**), and **Remarks**.
  * In the expanded line item details, modify the **Base Price**, **Quantity (Qty)**, **Discount Percentage (Disc.%), or Amount (Disc.Amt)**. Add or delete items inside the package as needed.

    <figure><img src="/files/gm2iETL3DMgKPXt6xQej" alt=""><figcaption></figcaption></figure>

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## Video Tutorial

{% embed url="<https://youtu.be/-DKU8fcFyMw>" %}
Modify or Cancel Invoice
{% endembed %}

***


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