Edit an Invoice

You may need to change an invoice after creating it, delivering it, or applying payment to it.

Alert: These instructions are for editing an invoice when following Cash Accounting. If following Accrual Accounting please use our Change/Write Off feature

Locate an Invoice

Invoices can be found in two areas

1. Billing > Invoices This window contains a list of all invoices across all of your matters. Be mindful of any applied filters.
2. Matters > Details > Billing > Invoice This window contains a list of all invoices associated with the selected matter. Be mindful of any applied filters.

Editing an Unpaid Invoice

1. Single-click the invoice to highlight it.
2. Click on the three dots at the end of the row and from the drop-down, click Edit.
3. On the Edit Invoice screen, make changes to the invoice fields on the left, as well as Invoice Settings section at the bottom (discount etc.).
4. To add or remove entries from this invoice, check or uncheck the item from the list. Any removed items will become unbilled.
5. If looking to edit item details (time, cost, description etc.), locate the time or expense entry you want to edit.
6. To the far right of its row, click the pencil icon.
   
7. On the Edit Time/Expense screen, make your changes.
8. In the lower right corner, click Save.
9. The Edit Invoice screen updates with your changes.
10. In the upper right corner, click Generate.
    This will save changes to the selected invoice.

Note: If you would like to remove a time/expense item from the invoice, uncheck the box to the left of that entry.

Edit a Partially or Fully Paid Invoice

To edit an invoice that has a payment applied, you must unlink the payment. This will move those funds to Client Funds Operating and update the invoice to unpaid status.

To unlink a payment:

1. Use the filter icon to select paid invoices.
2. Highlight the desired invoice and click on the three dots at the end of the row.
3. From the drop-down, select Unlink Payment. 
4. On the Unlink Payment screen, a message will display letting you know that the invoice will be marked as unpaid, and funds will be moved to the operating retainer. Select the Unlink date.
5. From the list of payments applied to the invoice, check the boxes beside those you wish to unlink.
6. In the upper right corner, click Unlink Selected Payment(s). You will receive a warning message.
   
7. If you are certain, acknowledge the warning message by clicking Unlink Selected Payments.
8. Your invoice will revert to draft stage. You can then edit as you would an unpaid invoice then re-apply payments from the operating retainer.

Alert: If you receive a warning or error not allowing you to edit the paid invoice, your system may not allow operating retainers. Please check with your system administrator.