Adding, Editing and Canceling Shipments

A patient invoice isn't limited to a single shipment. You can add as many shipments as you need, and each one has its own package contents, box, address, shipping method and label. This article covers how those shipments work together, how to edit or cancel one, and what happens when you make changes on an invoice that's already been issued.

Each Shipment Stands on Its Own

Every shipment you add to an invoice appears as its own card, labeled Shipment 1, Shipment 2, and so on. Once a shipment's label is purchased, it also gets its own shipment number, like #0033, shown along with the shipping method and rate.

An Item Can Only Be in One Shipment

An invoice item can be part of exactly one shipment at a time. When you open the shipment wizard, the package content step lists every item on the invoice that isn't already assigned to another shipment, and checks each one automatically. If an item you expect to see is missing, it's already packed into a different shipment on that invoice — remove it from that shipment first if you want to move it.

Editing a Shipment

You can edit a shipment's contents, package, addresses, method or label settings only before its label is purchased. Select the pencil icon on the shipment card to reopen the same four-step wizard you used to create it, with your existing choices filled in.

Once a label has been created for a shipment, you can no longer edit it. Cancel the shipment instead and create a new one with the correct details.

Removing or Canceling a Shipment

What happens when you get rid of a shipment depends on whether it has a label yet:

• No label yet: select the bin icon to remove the shipment. A Remove Shipment confirmation explains that the shipment and its cost will be removed from the invoice. There's no refund to worry about, since no label was ever purchased.
• Label already purchased: select Cancel shipment. The Cancel Shipment confirmation explains that the label will no longer be usable and its cost will come off the invoice, and that a refund request is sent automatically to your shipping integration account — approving it is up to them.

A label can only be canceled while it's unused, under 30 days old, and hasn't already been refunded. If a shipment no longer meets those conditions, you won't see a cancel action for it, and its label stays as is.

Changes on an Issued Invoice Are Staged Until You Save

On a draft invoice, adding, editing, removing or canceling a shipment happens right away. On an issued invoice, the same actions are staged — they don't actually take effect until you select Save on the invoice itself. This is easy to miss, so here's what to expect:

• Cancel a shipment that already has a label, and it disappears from the invoice immediately. But the label isn't actually canceled, and no refund is requested, until you save the invoice.
• Any shipment with a change that hasn't been saved yet shows a Pending save badge.
• An item freed up by a staged cancelation is available to add to a different shipment right away — you don't need to save first.
• If you leave the invoice without saving, none of your staged shipment changes take effect. The shipment and its label stay exactly as they were.

Return Labels

SigmaMD doesn't support creating return labels for patients to send items back.