To update an insurance on an invoice that has been created

First you want to make sure that the insurance profile of the patient has the insurance information available you are looking to update on the invoice.  To learn more about adding a new insurance profile click here.
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Open the invoice that needs the updated insurance information. You may see a notification at the top that the insurance information on the patient may have been updated. 

Select the insurance tab on the invoice

Then select, "Update all insurance".

In the new window that pops up, select the correct Bill To insurance that you need for this invoice, and click save. You can select an active insurance or an archived insurance if you are working on an older invoice. 

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IF you get an error on the top right, select the blue plus sign at the top and click Modify

Change the bill to, to the patient and click save on the bottom right.

Once you have updated the insurance, be sure to change the bill to back to the insurance.

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 The insurance will update to the new payer and tell you it was successfully updated