Making changes to a Bill

The Bill lists all of the products and payments from a booking. Each bill has its own unique number which can be used to easily search for it in the Diary Screen and the Point of Sale. 

A product on a bill can be quickly modified by clicking on it and changing the quantity, or unit price and then clicking the Update button. Or it can be removed entirely by clicking the Remove button. 

Payments cannot be modified or moved from a bill. When clicking on a payment the only option is to void it and provide some explanatory notes as to why the payment was voided. You can also create a PDF receipt for this specific payment. 

The exception to this is that future scheduled payments can be amended or removed.

If you want to add a non-activity-based product to the bill, you will need to click the Edit Bill

button in the top right corner. 

This will load the point of sale where you can select a product category and click on a product tile to add it to the bill. 

The Edit Bill button can also be used to add a fee to a bill, give a discount or to refund a payment. 

To add another Activity to the bill, you need to click the Add Sessions button. This loads the availability checker so you can schedule a date and time for the extra session. 

If you need to modify a session's date or time, you need to click the Reschedule button next to the respective session. To learn more about this, please read the rescheduling article.