Please note that the features presented on this tutorial are available on all PracticePanther subscription plans! To find out more, simply click here.
1) Click "More" and then click "Items".
2) Hover the mouse over the Item and click "Edit".
3) Update the desired information and click "Save".
To edit activities click "Activities" and click edit on the activity. After the changes have been made click save.
Disclaimer- The only things that can not be edited are which contact/matter a payment is assigned to.
Learn how to restrict what users can or can't edit on PracticePanther by checking out this helpful article here.