Invoices and documents
Invoices, receipts, credit notes and why issued documents cannot be edited.
For psychologistsUpdated September 19, 20261 min read
- Document types
- Correcting a mistake
Document types
| Document | When it is issued |
|---|---|
| Invoice / bill of supply | A charge is billed to the patient |
| Payment receipt | A payment is recorded |
| Credit / debit note | A correction to an issued invoice |
| Refund receipt / voucher | Money returned to the patient |
| Statement | A summary of a patient's account |
Correcting a mistake
Issued documents are immutable.Once issued, a document's number and content never change. To correct one, issue a linked credit or debit note, a refund, or a reversal, so the history stays complete.