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. Revert the invoice to Unfinal status.
2. Click the invoice to highlight it.
3. Select the invoice and click on the three dots at the end of the row.
4. From the options in the drop-down, click Edit.
5. You will get a warning message: Payments have been applied to this invoice. When you regenerate the invoice after your edits the system will automatically unlink ALL payments from the invoice which impacts the general ledger and financial reports as of the original invoice payment date(s).Do you still want to edit the invoice? Click Yes.
6. On the Edit Invoice page that opens, make your changes and click Generate.
7. The invoice will be reverted to unpaid status.

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