How do I adjust/change a fee amount?

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When updating a fee amount, you can change the fee:

  • on a single invoice only; or

  • in your Fee List (which will affect future invoices and/or existing invoices).

Changing the fee amount on one invoice only

If you want to make a one-time change to a fee, you can change the fee amount on a single invoice only. This will allow you to charge the new amount whilst retaining your usual fee amount for other invoices.

To change the fee amount on a single invoice only:

  1. Click the relevant invoice.

  2. In the Fees & Charges section, click the Edit (pencil) icon next to the fee you want to change.

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  3. Change the amount.

    Invoice_EditFeeAmount.png
  4. Click Save.

Changing the fee amount in your Fee List

To change the fee amount in your Fee List so that the amount is updated whenever you use the fee:

  1. Click Finances > Fees.

  2. Enter the name of the fee you want to change in the search field and click the fee in the list.

  3. In the Pricing section, click the Edit Fee Pricing (pencil) icon next to the relevant group, clinic or practitioner.

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  4. Change the amount.

    Fee_EditAmount.png
  5. Select whether you want to change the fee amount on existing invoices that are future-dated only, past-dated only, all existing invoices or no existing invoices.

  6. Click Save.

NOTE: For third-party fees, enter the Rebate amount as the amount that the paying organisation will be paying (which is usually the same as the fee amount).

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