Who this is for: All Barti Users.
Before you start, you'll need:
An invoice created from a patient's exam
Steps
Edit an existing line item
Open the invoice and locate the line item under Charges.
Edit any of the following directly on the line item:
Diagnosis — pulled from the exam; can be adjusted directly in the invoice.
Modifiers — can be added to any line item.
Unit Price — defaults from your service catalog; adjustments are logged with the user who made the change.
Staff — add a staff member to a line item to affect your Production Report.
Add a new charge
Click + Add Charge.
Search for and select the service or inventory item you want to bill — this can include frames, contact lenses, lens options, or general inventory.
What you'll see when it works
The line item reflects your changes immediately. Unit Price changes are recorded in the invoice's audit history along with the user who made the change.
Troubleshooting
Where does the Diagnosis field come from, and can I change it?
The Diagnosis is pulled from the patient's exam, but you can adjust it directly on the invoice without needing to reopen the exam.
I still have questions about editing charges on an invoice.
Email [email protected] and our team can help.
Related articles
Article type: How-to Product area: Billing / Invoices Audience: Last reviewed: [YYYY-MM-DD by Name] Alternate phrasings (for Fin matching): - How do I add a charge to an invoice? - Edit a line item on an invoice - Change the unit price on an invoice - Add modifiers to a charge in Barti - How do I bill for frames or contacts in Barti? - Assign staff to a charge - Fix a diagnosis code on an invoice - + Add Charge button in Barti -->