How Do I Delete or Void an Approved Invoice?
If your firm does not allow editing of Approved Invoices, only Invoices that are Drafts or Pending Approval can be deleted. If you need to make changes to an Approved Invoice it must be Voided.
Deleting or Voiding an invoice will move the activity back into an unbilled status and it can then be invoiced again with a new invoice number.
From the Invoice Grid:
1. Find the Invoice you'd like to Delete or Void.
2. Click the button and select Delete or Void.
From the Invoice Details page:
1. Go to the Invoice Details page of the Invoice you'd like to void.
2. Click on the Actions button, located in the top left corner below the Invoice Number.
3. Select Delete or Void.
How Do I Delete Invoices?
Deleting an Invoice will depend on what status the invoice is currently in and the result of deletion will depend on how exactly you created the invoice. Invoice Status: An invoice can be in Draft, Submit For Approval, Approved/Not Paid, Partially ...
How Do I Approve Draft Invoices?
If your firm has the "Draft By Default" setting enabled in Firm Settings, Invoices will need to be approved before payments can be applied to them. From the Invoice Grid: 1. Find the Invoice you'd like to approve and click the button. 2. If the ...
If I Decide to Disable Pre-Billing, What Will Happen to My Existing Invoices?
If you stop using Pre-Billing by disabling "Draft By Default" in Firm Settings, your existing Invoices will remain as Drafts or Pending Approval and will still need to be Approved.
How do I Set Up Pre-Billing or Draft Invoicing?
If you would like to set up your billing where any invoice that is created automatically goes in draft form that will need to be approved before sending, then you will want to follow to below steps to set up this billing style. To activate ...
What is Pre-Billing?
Pre-Billing allows you to create draft versions of your invoices that can be reviewed by your staff before they are sent out to your clients. If your attorneys like to look over their billable work before their client is billed, Pre-Billing is the ...
Experiencing degraded performance in CARET Legal?