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Editing Invoice Information

 

 

 

This help topic explains how to use the basic eBilling Editor to edit the summary data for an invoice.

 

Invoice Data

 

Editable data in the Invoice Information workspace includes:

 

Invoice #:

A unique number from the firm's Time and Billing system that identifies the invoice

Invoice Date:

The date the invoice was generated in the firm's Time and Billing system

Start Date:

The first day of the date range for which fees and expenses related to this invoice were recorded

End Date:

The last day of the date range for which fees and expenses related to this invoice were recorded

Firm Matter #:

A matter number created by the law firm to identify a specific matter for which the invoice was generated

Client Matter #:

A matter number created by the client to identify a specific matter for which the invoice was generated

Law Firm Id:

A unique number from the firm's Time and Billing system that identifies the  law firm

Client Id:

A unique number from the firm's Time and Billing system that identifies the  client

Invoice Description:

A brief description of the invoice such as a summary of services or other notes

 

To edit data in the Invoice Information workspace, follow these steps:

 

1.      Click in the data field you want to edit. (Double-clicking highlights all field text for editing.) All fields in the Invoice Information workspace are editable.

2.      Edit the data by overwriting the existing text. For date fields, you can also use the field box arrows  to select a date.

3.      Continue updating additional invoice data (fees, expenses, adjustments, timekeepers) if desired. If you are finished making changes, click Save to display the following message:

 

 

4.      Click OK to close the message screen.

 

Changing the invoice number updates all associated eBillingHub records with the new invoice number, including profiled emails.

 

 

Related Topics

 

 Editing, Adding and Deleting Invoice Fees

 Editing, Adding and Deleting Invoice Expenses

 Editing, Adding and Deleting Matter Adjustments

 Editing Timekeeper Data

 

 

 

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