View an Invoice

In This Article…

Within CosmoLex, you can view an invoice

  • From Matters
  • From Activities¬†

From Matters

  1. From the left navigation panel, click Matters.
  2. On the Matters screen, double-click the matter, or single-click the matter to highlight it, then in the toolbar atop the screen, click Details.
  3. From Matters Details left navigation panel, click Billing.
  4. From the tabs atop the Billing screen, click Invoice.
  5. On the Invoice screen, double-click the invoice.
    The document viewer generates a preview.

From Activities

  1. From the left navigation panel, click Activities.
  2. From the Activities left navigation panel, click Invoices.
  3. On the Invoices screen, double-click the invoice.
    The document viewer generates a preview.
Note

Invoices including only “no-charge” time and expense cards will display a Paid status.

 
Updated on April 5, 2022

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