There are times where you need to remove a hard cost from a paid invoice in situations where you may have mistakenly billed the client for a hard cost.
To do this:
- On Matter Details Page > Invoice tab > select finalized paid invoice > Action > Unfinal Invoice
- The invoice will have an unlock symbol next to it. Next, click edit
- In the edit invoice window, uncheck the expense card and then click generate
A message will come up saying:
- Click Yes.
You will now see the invoice amount updated in the unpaid balance section, and the funds moved to the operating retainer.
You can now go back and reapply these funds back to the invoice by clicking on invoice payment using > Existing Operating Retainer