When making changes to visits, you need to unreconcile them before making the change. If a visit has been booked on and off using Access Care Planning and they're showing with a green tick, you need to unreconcile them. Please see below on how to do this.
Click Finance.
Click Visit, then click Reconciliation.
Find and click on the client or employee you want to make the changes for.
Click into the visit.
Click Book On/Off within the QuickLinks section.
Change both Method's to the Blank option.
Click Save.
Once this has been saved, make the changes you require to the visit. Once this has been done, please follow these steps to re reconcile the visit:
Click Book On/Off within the QuickLinks section.
Change both Method's to the Manual option.
Click Save.
For these changes to pull through onto Invoicing/Payroll, you need to regenerate them.