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Short answer: change the Date field in the record’s form; if the date is locked, your permission group needs Change Creation Date.
1

Invoice

Open the invoice, click Edit Invoice, change the date and click Update. The date can be changed even after the invoice has payments.
2

Payment

Click the edit icon on the payment, change the date and save. (The amount can’t be changed here.)
3

Expense

In New Expense, choose the Date. It can be in the past, but not in the future.
4

Treatments, appointments and other records

Users with Change Creation Date on that row can choose the record’s date instead of today, for example to enter a past visit.
Date field locked to today? Ask the clinic owner to tick Change Creation Date for your group on the matching row (for example Invoices or Payments in the Patients tab). It needs Edit on that row too. See Give a user a missing permission.
Full guide: User permissions customization

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