V3 Edit Visit Overlay - Overview

Any individual instance of a Job can be modified through the Edit Visit overlay. To access this overlay, navigate to a Review Visit overlay and click Edit. The Edit Visit overlay will look something like this:


On the first tab, "Line Items", you can modify aspects of the Line Items on the Visit. The Line Item itself cannot be modified but the Budgeted Hours, Quantity, Rate, and Amount can be changed. If you need to add Product, click Add Product. As you make changes, the Summary at the right will update. When you are finished editing Line Items, click Next


On the "Billing" tab you can modify the Invoice Description for the Line Items on the Visit. If you need to go back, either click the Back button or the Line Items tab at the top of the overlay. When you are finished making changes, click Save.

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