Adjusting Matter-level Invoice Information

To modify matter-level information on an invoice:

      1. Access the Invoices notebook.

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

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

      3. Click on the Summary tab.

      4. Click icn_edit.jpg next to the entry you want to update.

      1. Click in the Matter field and select the matter from the dropdown menu.

      2. Make the applicable change(s) to the fields permitting updates.

      3. In the Adj. Note field, click to display the notepad and enter a note explaining the adjustment.

      4. Click icn_save.jpg to save your changes.