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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. A message will display letting you know that the invoice will be marked as unpaid, and funds will be moved to the operating retainer. 
  5. To proceed, click Yes, to cancel, Click No. 

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

Updated on April 5, 2022

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