Unlink a Payment from an Invoice

Before you void or delete an invoice, you must unlink any payments associated with the invoice.

Locate an Invoice

Invoices can be found in two areas

1. Billing > Invoice 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.

Unlink a Payment from an Invoice

To unlink a payment from an invoice:

1. From the list of invoices, select the approved and paid invoice.
2. Click on the three dots at the end of the row and from the drop-down, select Unlink Payment.
3. On the Unlink Payment screen, the unlink payment date will default to today’s date, select the date for unlinking from the calendar.
4. Check the box(es) beside the payment(s) linked to the invoice and in the upper right corner, click Unlink Selected Payment(s).
5.  You will get a warning message. Confirm that you wish to Unlink Selected Payment(s).
   
   Your invoice status will change to Unpaid, but it will still be in the Approved stage.
6. To revert it to draft stage, follow the steps to Revert Approved Unpaid Invoice to Draft.

You can later re-apply payments from the operating retainer.