Answer
Nov 15, 2016 - 09:55 PM
An invoice can be edited, deleted, or moved any time prior to when the first company user begins the invoice review process. Once the first company user has opened the invoice to review it, then the invoice can no longer be edited, deleted, or moved. If an invoice is not editable, the tabbed invoicing pages will display In approval process on the Actions menu, and you will not be able to access the pages to edit them.
To edit an invoice from the Billing menu item:
To edit or delete an invoice from the Matters menu item:
To edit an invoice from the Billing menu item:
- Mouse over the Navigation Panel, and click Billing. Normally, the View Invoices tab will display; however, if unbilled amounts are due, then the Post Unbilled tab displays and you must click the View Invoices tab.
- The View Invoices tab allows you to view all pending invoices, as well as all invoices that have been approved or reduced in the last 30 days (or rejected in the last 180 days). Use the view selector to view either All Invoices or Pending Invoices.
- Click the invoice number of the invoice you want to edit or delete. The Inv. Profile tab opens.
- Click the Ellipsis Icon, click Move, Edit/Move. or Delete.
- To move the invoice to another matter, click Change Matter.
- Make any changes to the invoice, and click Save.
To edit or delete an invoice from the Matters menu item:
- Mouse over the Navigation Panel, click Matters then Matter List
- Click the matter name of the matter you would like to access.
- Click the Invoices tab. The Invoice History page appears.
- Click the invoice number of the invoice you want to edit or delete. The Inv. Profile tab opens.
- Click the Ellipsis Icon, then click Move, Edit/Move. or Delete.
- To move the invoice to another matter, click Change Matter.
- Click Save.
