Please Note: A new PDF is created each time an invoice is changed and saved, with the PDF link showing the most recent file. You can see all previous invoice PDF files by clicking the "View Revisions to PDF" link just below the PDF and LEDES links.

Changing a Sent (but not paid) Invoice

There may be situations when you need to change, remove, or add a Billing Item for an invoice that has already been sent. Here are the steps for making such changes:

1. Open the invoice.
2. Change the Status from "Sent" to "Pending."
3. (Optional) Change a Billing Item.
   • To change the amount of a Billing Item, click on the Billing Item in the Preview section of the invoice, make the change, and click the Save button. You will return to the invoice with the new changes.
   • To remove a Billing Item, click on the Billing Item in the Preview section of the invoice, check the "Do not invoice this item" check box, and click the Save button. You will return to the invoice with the new changes.
   • To add a Billing Item to the invoice, click the Save button to save and exit the invoice. Create the new Billing Item with a date that is within the Start Date and Cut-Off Date of the invoice. Click the Save button. Reopen the invoice and click the Refresh Preview button in the left margin.
4. (Optional) Change the invoice date range.
   • To broaden or narrow the invoice date range, change the Start Date and/or Cut-Off Date.
5. Change the Status back to "Sent" and click the Save button in the left margin.
6. Send the client the updated invoice.

Changing a Paid Invoice

While not recommended, it is possible to change an invoice that has already been paid. Here are the steps:

1. Delete all payment-type billing items (i.e., client payments, retainer payments, credits, write-offs) associated with the invoice. Please note: a single payment may be applied to multiple invoices. Thus, deleting one payment may change more than one invoice. Before deleting, make sure to write down all the details of the payment(s), as you will be adding them back later.
2. Open the invoice. If you successfully removed all payment-type billing items, the invoice Status will have changed from "Paid" to "Sent."
3. Change the invoice Status to "Pending" and click the Apply Changes button.
4. (Optional) Change a Billing Item.
   • To change the amount of a Billing Item, click on the Billing Item in the Preview section of the invoice, make the change, and click the Save button. You will return to the invoice with the new changes.
   • To remove a Billing Item, click on the Billing Item in the Preview section of the invoice, check the "Do not invoice this item" check box, and click the Save button. You will return to the invoice with the new changes.
   • To add a Billing Item to the invoice, click the Save button to save and exit the invoice. Create the new Billing Item with a date that is within the Start Date and Cut-Off Date of the invoice. Click the Save button. Reopen the invoice and click the Refresh Preview button in the left margin.
5. (Optional) Change the invoice date range.
   • To broaden or narrow the invoice date range, change the Start Date and/or Cut-Off Date.
6. Change the Status back to "Sent" and click the Save button.
7. Depending on the changes to the invoice, new payment(s) may result in a credit, in the form of a new retainer, or a balance due.
8. After new payments are applied, the next time the invoice is opened, the Status will change from "Sent" to "Paid." Make sure to save the invoice to accept the changed status.