Edit, Waive, or Void Invoices

Learn how to make changes to created invoices, including how to void full invoices and waive remaining invoice balances. 

1. Select the Invoices tab and then choose the invoice you need to edit, void, or waive.  
2. Select the void, edit, or waive button.   
   • Edit: Convert the invoice back into a draft.  
     • Review the prompt and confirm you wish to edit the invoice.  
     • The invoice will return to draft form, and you can change the time, fees, and expenses.  
   • Void: Nullify all the time and expense entries on the invoice. The time, fee, and expense entries will be put back into the matter and marked as unbilled. They will be available for another invoice. 
     • Review the prompt and confirm you wish to void the invoice.  
     • The invoice preview will now indicate that the invoice has been voided. 
   • Waive: Waive the remaining invoice balance. The time, fee, and expense entries will be marked as invoiced. They will not be available for another invoice unless you select the Reverse button which appears after you waive the invoice. 
     • Review the prompt and confirm you wish to waive the invoice. 
     • The edit, waive, and void buttons will now be replaced with the reverse and invoice statement buttons.  

To enable these buttons, you must first reverse or delete the payment.  

Under the Payments tab of the invoice, select the payment to delete. You must provide a reason for deleting the transaction for accounting purposes. 

Note: Reverse a payment when a check needs to be returned. If you made an error, choose to delete the transaction.