Revoke Invoice Download Links

You emailed an invoice, but now you need to change it. And you would prefer your client does not see it.

The solution? Revoke the download link for invoices that have not been downloaded. You can choose to revoke the download link for one matter or across multiple matters. 

From Matters

To revoke invoice download links for a matter:

1. From the left navigation panel, click Matters.
2. On the Matters screen, double click the matter, or single-click it, then from the toolbar atop the screen, click Details.
3. From Matter Details left navigation, click Emails.
4. From the Emails folder structure, click System Emails.
   The pane to the right of the folder structure displays all system emails.
5. Check the boxes to the left of the invoices for which you want to revoke the download links.
6. From the toolbar atop the screen, click More > Revoke Download Link.
   The Revoke Download Link message box displays: This will permanently revoke the ability to download the invoice. Are you sure?
7. Click Yes.
   The Revoke Invoice Link message box displays: Email Link(s) have been revoked
8. Click OK.
   The download links are revoked. 

From Activities

To revoke invoice download links across multiple matters:

1. From the left navigation panel, click Activities.
2. From the Activities left navigation, click Emails.
3. From the Emails folder structure, click System Emails.
   The pane to the right of the folder structure displays all system emails.
4. Check the boxes to the left of the invoices for which you want to revoke the download links.
5. From the toolbar atop the screen, click More > Revoke Download Link.
   The Revoke Download Link message box displays: This will permanently revoke the ability to download the invoice. Are you sure?
6. Click Yes.
   The Revoke Invoice Link message box displays: Email Link(s) have been revoked
7. Click OK.
   The download links are revoked.