Who this is for: Any practitioner or staff member with permission to edit invoices, at a clinic that works with VAT exemption (full or partial, medical or cosmetic).
When to use this: Use this if a treatment was already invoiced and the VAT exemption checkbox was forgotten, or was checked by mistake and needs to be removed. This works even if the record is closed or older than 24 hours.
Steps
Go to the patient's record, tab "Payment".
Click the green link "Edit invoice" at the bottom.
Go back to the record (case history tab) and click "Exempt from VAT" again to toggle the checkbox on or off.
Go to the treatment tab. You'll see the exempt tax icon appear next to the treatment line, confirming the exemption has been applied to that line.
Go to the invoice tab and regenerate the invoice.
Don't see "Edit invoice"?
The "Edit invoice" link only appears if your user role allows it. Ask an administrator in your account to:
Turn on the account setting "Allow invoice modifications"
Give your user role the permission "Edit/Credit/Delete invoice"
Still stuck?
Reach out to our support team and we'll help you sort it out.