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Can I revise or edit a generated invoice?
Can I revise or edit a generated invoice?
Maninder Kaur avatar
Written by Maninder Kaur
Updated over a week ago

When it comes to managing invoices, making adjustments or updates is a common necessity. Whether you're working within a specific project or navigating through the platform's billing section, the process of editing an invoice can be streamlined with a few simple steps.

Steps to Edit a Created Invoice:

Editing from within the Connected Matter:

  1. Navigate to Matter.

  2. Open Matter to edit the invoice from within it.

  3. Click on the Pencil icon to edit the invoice.

  4. Save changes.

Editing from the Invoices Sidebar Menu:

  1. Navigate to the Invoices sidebar menu.

  2. Click on ... (ellipsis) to Edit and save changes.

    Note: Before you wrap up and save any changes, take a moment to double-check every edit you've made. This straightforward process will help you smoothly update your invoices on the platform.


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