Answer
Nov 10, 2016 - 02:19 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:
1. Mouse over the Navigation Panel, click Matters then Matter List.
2. Click the matter name of the matter you would like to access.
3. Click the Invoices tab. The Invoice History page appears.
4. Click the invoice number of the invoice you want to edit or delete. The Inv. Profile tab opens.
5. Click the Ellipsis Icon, and click EDIT/Move Inv. or DELETE.
6. To move the invoice to another matter, click Change Matter.
7. Make any changes to the invoice, and cick SAVE.
To edit an invoice from the Billing menu item:To edit or delete an invoice from the Matters menu item:
1. Mouse over the Navigation Panel, click Matters then Matter List.
2. Click the matter name of the matter you would like to access.
3. Click the Invoices tab. The Invoice History page appears.
4. Click the invoice number of the invoice you want to edit or delete. The Inv. Profile tab opens.
5. Click the Ellipsis Icon, and click EDIT/Move Inv. or DELETE.
6. To move the invoice to another matter, click Change Matter.
7. Make any changes to the invoice, and cick SAVE.
