Managing Invoices on Matter Overview

This article covers the following:

• Copying an Invoice
• Deleting Invoices from a Matter
• Reassigning an Invoice
• Printing an Invoice
• Exporting Invoices

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Copying an Invoice

If you want to create a new invoice using data from an existing invoice, you can copy it and modify the fields as needed. You can copy an invoice regardless of its status.

A client-created invoice can be copied only after charges have been entered. Invoice adjustments will not be copied.

1. Click the Invoices tab on the Matter Overview page.
2. Place a check mark next to the invoice(s) to be copied.
3. Click the More Actions drop-down menu.

4. Select Copy.

   

5. Click Yes in the confirmation window. The new invoice is created and appears on the Invoices tab with a Pending status.

   

If you are unable to copy the invoice, click Show Details on the alert window for more information.

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Deleting Invoices

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You can delete invoices from the Matter Overview page; however, not all invoices are eligible for deletion. For example, you cannot delete:

• Approved invoices
• Invoices in the second review cycle
• Invoices returned or rejected to the law firm
• Invoices associated with a matter under a legal hold

You must have the Delete Invoice Admin role to delete invoices.

1. Click the Invoices tab on the Matter Overview page.
2. Place a check mark next to the invoice.
3. Click Delete.
4. Click Yes, Delete on the confirmation page.

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Reassigning an Invoice

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1. Click the Invoices tab on the Matter Overview page.
2. Place a check mark next to the invoice(s) to be assigned.
3. Click Re-assign to.

4. Select a user from the list.

   

5. Click Yes in the confirmation window.

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Printing an Invoice

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1. Click the Invoices tab on the Matter Overview page.
2. Place a check mark next to the invoice(s) to be printed.
3. Click the More Actions drop-down menu.

4. Select Print.

   

   The Print window displays.

   

5. Select either Invoice Overview or Invoice Report.
6. Select a currency.
7. Click Print. The Print window displays.
8. Click Print. Step through your system's print screen or save it to your computer.

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Exporting Invoices

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You can export invoice data from a matter and download it as a .csv file. You may choose to export either detailed or summarized information in the currency of your choice.

1. Click the Invoices tab on the Matter Overview page.
2. Place a check mark next to the invoice(s) to be printed.
3. Click the More Actions drop-down menu.

4. Select Export.

   

   The Export window displays.

   

5. Select Detail or Summary.
6. Select your preferred currency from the drop down.
7. Click Export. The .csv file downloads to your computer.