Correct price lowers what a visit costs after it was invoiced or paid, and fixes everything that depends on it in one step: the refund, the invoice, the client's balance, and any superbill. Use it instead of voiding an invoice and creating a new one.
Correct a price
- Go to Payments → Appointments and find the visit.
- Open its menu and choose View details.
- Click Correct price.
- Enter the Corrected price and, if you like, a Reason (for example "Quoted $775").
- Check what it says will happen, then click Correct price (or Correct price and refund $X when money goes back).
Before you confirm, the window shows what goes back and to which payment ("$10.00 goes back to the card ending 4242"), and which invoice is corrected to match.
What it does
- Refunds the difference. Anything the client paid past the new price goes back to the card or payment that paid it, through Stripe for card payments taken in FrontDesk. Cash and check refunds are recorded; hand the money back yourself. See Refunds and disputes.
- Corrects the invoice in place. The invoice billing the visit keeps its number and is lowered to the new price, with a note of the change. It isn't voided, and you don't need a new one.
- Lowers the client's balance by the difference, and the visit shows paid when it is.
- Flags superbills. If a superbill already listed the visit at the old price, FrontDesk names it so you can make a new one. See Create and send superbills.
- Logs it in the client's billing activity with who made the change, from and to what price, and the reason.
If Stripe doesn't answer in time, the price isn't changed yet. Run Correct price again in a few minutes and it finishes without refunding twice.
Good to know
- It only lowers a price. To charge more, edit the fee (void an open invoice billing it first) or add another charge.
- One payment at a time. When the amount to give back was paid across several payments, refund each one first (pick the visit under Refund for in the Refund dialog), then correct the price.
- Why not void and re-invoice? Voiding a paid invoice doesn't move the money, so the client can look like they owe it again, and two invoices for one visit are hard to reconcile, especially for clients who file for out-of-network reimbursement.
- Who can do it: the account owner, admins, practice managers and billers.