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View an Invoice

You can view an invoice:

  • From Matters
  • From Billing > Invoice

From Matters

  1. From the left navigation panel, click Matters.
  2. On the Matters screen, double-click a matter to select it or click on the three dots at the end of the row and from the drop-down, click View.
  3. Scroll down to the Matters Summary and from the tabs atop the section, click Billing.
  4. From the tabs atop the Billing section, click Invoice.
  5. On the Invoice screen, double-click the invoice.
    The document viewer generates a preview.

From Billing

  1. From the left navigation panel, click Billing.
  2. From the Billing menu, click Invoice.
  3. On the Invoices screen, double-click the invoice.
    The document viewer generates a preview.

Note: Invoices including only “no-charge” time and expense cards will display a Paid status.

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