If you already made an invoice and you need to add more time/expense entries to it, you'll need to first create the new Time or Expense entry (make sure they are dated in the time frame of your invoice).
Below are the instructions to now add these entries to the desired invoice, depending on whether the invoice was created by itself, or if it is part of a Batch of invoices.
For individually created invoices (make sure the invoice is in Pre-Bill status):
- Ensure the new time/expense entry has been created
- Go into the invoice you already created (to the Invoice Details screen)
- Click Edit at the top right
- From this screen, click the "Save" button.
The new entries should then appear on the invoice.
Please Note: You can also delete and recreate the invoice to bring in the new entries.
For invoices that are part of a Batch (make sure the desired invoice is in Pre-Bill status):
- Ensure the new time/expense entry has been created
- Go into the batch containing the desired invoice
- Click the Edit button at the top right of the batch screen
- Click the plus icon to the left of the project/matter that you created the new entry for
- Click the Save button (top right)
The new entries should then appear on the invoice.
Comments
2 comments
How can I delete an invoice?
Once I add time, the invoice is not in chronological order....How do I fix the invoice to be in chronological order?
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