Jane Guide.

Here's all the help you need to use Jane.


Editing an Invoice with Payment Already Applied

If a payment has already been received and applied, here’s what you can do to change the amount charged. 

Unapply The Payment

Change The Invoice

  • Return to the Purchases Tab.
  • Click on the blue link that shows the invoice you want to change.

  • Make the necessary changes.
  • Hit Save.

Re-Apply The Payment

  • In the drop down menu beside View, choose “Receive Patient Payment.”

  • The payment will be available as a credit. Simply enter in the dollar value of the credit that you want to use up.

  • Hit Pay.  

Adjusting Dates On Payments Or Invoices 

You can always adjust an invoice’s dates so that your reporting is accurate. See: