Sometimes, mistakes are made in the billing process. If your invoice is not created correctly or payments are processed incorrectly, you may need to clear and redo some payments and invoices, or you may prefer editing or revising the existing invoices.
Steps to Clear and Redo, or Edit or Revise an Invoice
Navigate to the
Billingsection of Lawcus from the left side menu.Locate the invoice(s) you wish to delete and click on the
Invoice Numberto open it.Click on the
Editbutton in the top right corner.Make all necessary changes required, and click on
Saveto save the changes.
Note: You can always access invoices from the Invoices Tab of the Matters, Leads, or Contacts page, in addition to the Billing section.
Delete and Create the Invoice Afresh
You can also delete or remove an invoice and create the invoice afresh if you are confused.
Follow the steps below to delete from the Leads, Contacts, & Matter page:
Click the
Invoicestab on theLeads,Contacts, orMatterPage.Click on the
Delete Icon(Trash Icon).Confirmon the warning notification.
Follow these steps to delete the invoice from the Billing Page:
Click on the Billing section from the left side menu.
Select the Invoice by selecting the
Checkbox, and click onBulk Actionsbutton, or click theInvoice Numberto open the Invoice & click onMore Actionson the top right.Select
Deletein either case.Confirmwhen prompted to complete the process.
Note: Once the invoice is deleted, you can create a new invoice again.
Note: You can always bulk delete multiple invoices in one go. Just Select multiple invoices by clicking on the Checkbox, click on Bulk Actions, and select Delete to delete & Confirm to delete all selected invoices.
Delete and Re-apply Payment to an Invoice
Access the invoice from the
Invoices TabofMatters,LeadsorContacts, or from theBillingSection. If you are accessing it viaBilling, click on theInvoice Numberto open it.Check for any payment associated with the invoice at the top of the invoice under the head
All Payments for Invoice.If there are payments against the invoice, delete them first by clicking on the
Xicon. Confirm when prompted.
Once you clear payments, click on the
More Actionsbutton present on the top of the invoice and selectAdd a Paymentfrom the dropdown to apply the updated payment.
You can begin redoing your billing after deleting the necessary invoices and payments. Create new invoices for the appropriate amounts and send them to your clients.
Please note that you must be careful when deleting invoices and payments, as this action cannot be reversed.
FAQ Section
FAQ1: Can I delete and regenerate an invoice in Lawcus without affecting the matter’s time entries?
Answer: Yes! In Lawcus, deleting and regenerating an invoice does not impact the time entries associated with the matter. You can manage your invoices efficiently without worrying about losing any recorded time.