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
- Activities > Invoices This window contains a list of all invoices across all of your matters. Be mindful of any applied filters.
- Matters > Details > Billing > Invoice This window contains a list of all invoices associated with the selected matter. Be mindful of any applied filters.
Unlink a Payment from an Invoice
To unlink a payment from an invoice:
- Revert the invoice to Unfinal status.
- Click the invoice to highlight it.
- From the toolbar, click Action.
- 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.
- To proceed, click Yes, to cancel, Click No.
You can later re-apply payments from the operating retainer.