Adding Matter-level Manual Invoice Information

To add matter-level data to an invoice:

      1. Access the Invoices notebook.    

      2. Locate the invoice record you want to update. (See Finding Information for a description of available search techniques.)

      3. Click icn_edit.jpg next to the invoice that you want to update to open the edit screen.

      4. Click on the Summary tab.

      5. Double-click in the Matter field and select the matter from the dropdown menu.

      Note: If you want to add a new matter, click icn_select.jpg to launch the Matters notebook.

      1. In the Original Fees field, enter the original amount of fees for the matter prior to discounts and adjustments.

      2. In the Fee Discount field, enter the discount amount to be applied to fees.

      3. In the Fee Adj. field, enter the adjustment amount (without a decimal or cents) for this matter's fees.

      4. In the Original Disb. field, enter the original amount of disbursements for the matter.

      5. In the Disb. Discount field, enter the discount amount applied to the disbursement.

      6. In the Disb. Adj. field, enter the adjustment amount (without a decimal or cents) for disbursements.

      7. Click in the Final Bill checkbox if this is the final bill for the matter.

      8. Click icn_save.jpg to save your entries.