There are times where you need to make changes to a paid invoice for a client such as adding more time/expense cards to the invoice, adding a discount, etc


To edit a paid invoice, you first need to unfinalize the invoice.



To do this:


  •  Go to Matter Details page or Activities > locate the paid invoice > highlight the invoice > Action > select unfinal invoice.



  • Once the invoice is unfinalized, click edit.



  • You can add more time/expense cards to the invoice but you can’t change a timecard that has already been paid. Once you have made changes, Click Generate.



  • The funds used to pay the invoice prior will go into the operating retainer as shown in the message below:

        


  • The generated invoice with the new invoice balance will be moved from paid to unpaid as shown below:


 

  • The funds will be moved to the operating retainer. To apply the funds to the invoice, select the invoice > Invoice Payment Using > Existing Operating Retainer


  • Once the payment is applied, the invoice will be finalized automatically and will go into the paid section.