Follow these steps to apply a discount to an invoice to that has already been paid:
- Click Matters > select a client matter > click Details.
- Go to Billing > click invoice tab > select the paid invoice > click delete
- The software will ask if you want to delete the selected Invoice, select Yes.
- Next, the software will advise that deleting the Invoice will unlink the payment and the money will be moved to the Operating Account, Select Yes again.
- All the previously-billed time and expense entries will move back to unbilled status. Additionally, the payment will be reflected in the Operating Retainer portion of the Matter.
- While staying in that Invoice tab within the Matter, click Create Invoice to recreate the invoice and apply the discount as either a percentage of the invoice amount or for a fixed dollar amount. After you have applied the discount, hit the Generate button to create the discounted invoice.
- From here, you would reapply the funds by clicking on Invoice Payment Using > Existing Operating Retainer.
- This will leave you with the discounted amount still present in the Operating Retainer. If you would like to credit the money back to the client, you can do a Credit Memo. Click HERE to see how that function is done.