Yes, you can update the line item while creating an invoice.
Steps to Update the Line Item:
Step 1:
From the left-hand side menu, click on Invoices.
Step 2:
Click on Create Invoices and select NDIS & Care Coordination.
Step 3:
If required, apply a Date Range filter to view invoices for a specific period.
Step 4:
Locate the respective invoice and click on the View icon on the right-hand side.
Step 5:
On the invoice details page, locate the Line Item Number and Line Item Name. You can erase the existing Line Item Number, and the system will display other available line item options for you to select.
Step 6:
Once you select a different Line Item Number, the Description will update automatically to reflect the selected line item.
Notes:
- Changes made to the line item on the invoice will not be reflected in the corresponding shift in the Scheduler.
- If the shift has not been completed, it is recommended that you update the line item directly by editing the shift in the Scheduler. This helps ensure that the correct line item is associated with the shift.