The finalize function prevents changes from being made to partially and fully paid invoices.
Invoices are automatically finalized when they are emailed or when payment is applied, but you can also manually finalize them.
Important
This function is available only to users designated with admin invoice access. For additional information, see managing user roles and permissions.
Finalize Invoices
From Matters
- From the left navigation panel, click Matters.
- From the Matters screen, double-click the matter, or single-click the matter to highlight it, then from the toolbar atop the screen, click Details.
- From Matters Details left navigation, click Billing.
- From the tabs atop the Billing screen, click Invoice.
- From the toolbar atop the Invoice screen, click Action > Finalize Invoices.
- Check the boxes beside the invoices you wish to finalize.
- Click Finalize Selected Invoice(s).
The lock icon displays beside the finalized invoices.
From Activities
- From the left navigation panel, click Activities.
- From the Activities left navigation, click Invoices.
- From the toolbar atop the Invoices screen, click Action > Finalize Invoices.
- Check the boxes beside the invoices you wish to finalize.
- Click Finalize Selected Invoice(s).
The lock icon displays beside the finalized invoices.
Revert Invoice to Unfinal Status
Use the process outlined above to revert from a Final to an Unfinal invoice status, but from the toolbar, click Action > Unfinal Invoices.