Though you can always edit an invoice after you generate it, you can also delete it.
Important
Deleting an invoice does not delete its respective time or expense cards. Instead, their status changes from Billed to Unbilled, making them available for future invoices.
From Matters
To delete an invoice:
- From the left navigation panel, click Matters.
- On the Matters screen, double-click the applicable matter, or single-click it, then from the toolbar atop the screen, click Details.
- From the Matters left navigation, click Billing.
- From the tabs atop the Billing screen, click Invoice.
- Locate the invoice you want to void.
- Single-click the invoice to highlight it.
- In the toolbar. click Delete.
The Delete Invoice message displays, confirming you want to delete the invoice. - Click Yes.
CosmoLex deletes the invoice.
From Activities
To delete an invoice:
- From the left navigation panel, click Activities.
- From the Activities left navigation, click Invoices.
- On the Invoices screen, click the invoice to highlight it.
- In the toolbar atop the screen, click Delete.
The Void Invoice message displays, confirming you want to delete the invoice. - Click Yes.
CosmoLex deletes the invoice. Payments linked to the invoice are un-linked and added back to the matter’s Operating Retainer balance.
Important
To return the money to the client, you can issue a credit memo.
Alternatively, if your settings for Allow Operating Retainer Transactions (Setup > Firm Settings > Firm Preferences, Trust Settings section) are set to either Yes or No (but allowed post warning), you can re-apply the amount to another invoice.
If Allow Operating Retainers is set to No, then you cannot delete the invoice.