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:
Navigate to Matter.
Open Matter to edit the invoice from within it.
Click on the Pencil icon to edit the invoice.
Save changes.
Editing from the Invoices Sidebar Menu:
Navigate to the Invoices sidebar menu.
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.