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timed delay in sending invoiced/superbills

Feature RequestHigh Priorityclient paymentspractice management

I realized I made a typo in the amount, and there is no way to edit it mow that it has been sent. It would be great to have a window to edit or delete invoices prior to them being sent. The instant send has been a challenge and has caused issues several times. This would also be helped by having a specific client’s rate set as a default (some are sliding scale, some get charged a travel fee, etc). Thanks!

Posted by Katerina Philbrick ·
2 comments

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Comments2

  • Upheal Moderator

    Team•

    Apr 30

    @Katerina Philbrick Thank you so much for these suggestions.

    1. We’ll soon enable editing invoices even after they’ve been finalized. Right now invoices are immutable, but we’ve decided to change that based on feedback like yours. You can expect this improvement to roll out in about a week or two.

    2. For client‑specific rates, this should already be possible from the Service settings page. If I’m understanding your use case correctly, you can go to Settings → Services, create a service for that client, and set a client‑specific price there.

    • Katerina Philbrick

      •

      May 2

      Amazing. Thank you!!