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 Billing section of Lawcus from the left side menu.
Locate the invoice(s) you wish to delete and click on the Invoice Number to open it.
Click on the Edit button in the top right corner.
Make all necessary changes required, and click on Save to 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 Invoices tab on the Leads, Contacts, or Matter Page.
Click on the Delete Icon (Trash Icon).
Confirm on 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 on Bulk Actions button, or click the Invoice Number to open the Invoice & click on More Actions on the top right.
Select Delete in either case.
Confirm when 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 Tab of Matters, Leads or Contacts, or from the Billing Section. If you are accessing it via Billing, click on the Invoice Number to 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 X icon. Confirm when prompted.
Once you clear payments, click on the More Actions button present on the top of the invoice and select Add a Payment from 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.

How to Send an Invoice in Lawcus?

How to Create an Invoice in Lawcus?

Adding Payments to an Invoice in Lawcus

Deleting Leads in Lawcus

How to Override a Client Payment in Lawcus?