Sometimes you need to exempt VAT on an invoice after a record has been closed or a payment processed. Clinicminds lets you make this adjustment quickly—just follow the steps below.
Note: You must have edit Invoice permissions.
Open the client record in Clinicminds.
Go to the Payments tab.
At the bottom, click the green Edit invoice link.
In the invoice editor, switch to the Case History tab.
Scroll to the VAT-exemption checkbox and tick it.
Go to the Treatment tab and select the VAT exemptions. (If multiple treatments appear on the invoice, use the exemption toggle next to each treatment to check or uncheck VAT exemption as needed.)
Return to the Payments tab.
Click on the green pay button to apply your changes.