Jane has a great feature called Adjustments for applying commonly used discounts to invoices. Adjustments are great because they indicate to the patient that they’ve received a discount from the normal treatment price.

However, sometimes you just need to change the price of an invoice in order to override the price that is set. Jane will let you do this, but if you have already applied a payment, you will need to use the instructions for  Editing an Invoice with Payment Applied

Please note! If you manually override the invoice, and then perform an action that causes Jane to re-generate the invoice (e.g., change the insurance coverage or change the practitioner), Jane will reset the price on the invoice to the original amount. Again, if you find yourself manually overriding a significant number of invoices, you should use the Adjustments feature.

If you don’t want to use a pre-set Adjustment amount, you can Unapply the payment and then change the invoice to reflect the amount you want to charge, and then reapply the payment.

Unapplying the Patient Payment

To start, head over to the patient’s profile, click on the Billing tab, Payments and then on View to the right of the payment that was used to underpay the invoice.

Next, you’ll want to Unapply the payment (which will create a “credit” on the account).

Adjusting the Invoice Amount

To manually adjust the price as a one-time change, you can now access the unpaid invoice directly from the patient’s Billing tab, Purchases and then by clicking on the blue text with the patient’s name and invoice number.

Here’s where you’ll be able to edit the price using the Amount field.

Alternatively, you can add an adjustment if you’d like this to change the price in a way that can be reported on or tracked. For this option, you’ll want to click on View to the right of the invoice.

Here, you can change the price using one of your adjustment options. If you don’t remember the exact name of the adjustment, you can hit the spacebar on your keyboard, and Jane will display the entire list.

Learn more about adjustments here: Creating an Adjustment

Reapplying the Patient Payment

With the updated price, you’ll want to reapply the original payment (now a credit) to the invoice. To do this, you’ll want to click on the dropdown arrow to the right of the word View this time and select Receive Patient Payment.

Select the treatment you want to pay off as normal in the first screen and click the blue Next button at the bottom to continue.

On the next page, you’ll see Account Credit as a payment method.

If you’re not seeing this listed, you’ll want to remove the payment method that’s populating, click on the blue Add Payment Method text and then select the Account Credit option at the top.

Click on one of the Pay buttons at the bottom, and you’re all set!

Note📝: You’ll want to make sure to not change any dates or backdate anything during this process. The unapplying and reapplying of the payment will cancel each other out on today’s reporting, and all of the original reports will be maintained in the past.

Additional Notes

Have a remaining balance or a credit from the change to the invoice? You have a couple of options!

If you’re looking to write off that remaining balance on the invoice, take a look at this guide here: Writing Off Unpaid Amounts (and Reversing Them!).

If the change to the invoice amount resulted in a patient credit, you have the option of letting it stay on the patient’s profile so it can be applied to another invoice later on. For more details, you can check out our Applying a Credit to a Specific Invoice guide.

Alternatively, you can issue a refund so the patient is reimbursed back to their original payment method.