Editing a care fee period of a pro-forma invoice

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After creating a pro-forma, you can adjust the care fee period in cases where the Billing Period Start Date or Billing Period End Date was incorrectly recorded.

The care fee period can only be adjusted before the pro-forma invoice has been issued to the Fee Payer and while it is not in a locked state.

To make changes to the billing period:

1. Navigate to the pro-forma invoice.
2. Click the Edit Care Fee Period button.
3. Adjust the Billing Period Start Date or Billing Period End Date as necessary.
4. Click Save Changes to apply the updated dates.

Following the changing of the Billing Period Start Date and Billing Period End Date the pro-forma invoice will update to reflect the