Unlink a Payment from an Invoice

Before you void or delete an invoice, you must unlink any payments associated with the invoice.

Locate an Invoice

Invoices can be found in two areas

  1. Activities > Invoices This window contains a list of all invoices across all of your matters. Be mindful of any applied filters.
  2. Matters > Details > Billing > Invoice This window contains a list of all invoices associated with the selected matter. Be mindful of any applied filters.

To unlink a payment from an invoice:

  1. Revert the invoice to Unfinal status.
  2. Click the invoice to highlight it.
  3. From the toolbar, click Action.
  4. From the drop-down choose Unlink Payment
  5. On the Unlink Payment page, by default today’s date will display. You can select the Unlink Date by clicking on the arrow beside the date and picking your date.
  6. From the list of payments that displays, check the boxes beside those you wish to unlink.
  7. Once you have made your selection, click Unlink Selected Payments. 

 You can later re-apply payments from the operating retainer.

Updated on November 14, 2022

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