Miscellaneous

Editing multiple invoices

DT Practice enables you to edit multiple invoices at once using the
Edit Selected Invoice
 dialog. You can modify information on the invoices, or set invoice dates before printing.
If your firm uses the approval process for billing, you can open the
Edit Selected Invoice
 dialog from the Review tab of the
Billing
 screen. If your firm does not use the approval process, you can also open this dialog from the
Print Invoices & Statements
 screen or the Prior Invoices portlet on the Client Dashboard. All three processes are described here.
Using an approval process means that someone in the firm with the authority to review invoices, time and expenses, and A/R entries must approve these entries before they are posted. Unposted entries are not included in firm totals. Approval process is a firm-wide preference that you specify in the Firm screen (Setup > Firm > Preferences tab).

Billing screen

  1. Choose
    Actions
     >
    Billing
     to open the
    Billing
     screen.
  2. Go to the Review tab. If necessary, clear the
    Unposted only
     checkbox.
  3. Mark the checkbox for each invoice you want to edit.
    note
    Only invoices that have not been approved or posted can be edited.
  4. Right-click and choose
    Edit Selected
     from the context menu.
  5. From the drop-down list in the first field on the
    Edit Selected Invoice
     dialog, select the item you want to modify (Date, Due Date, Notes, Office, or Reference).
  6. In the second field, enter the new value for that item.
    note
    If you want to make additional changes to all selected invoices, select the Plus button to add a new row to the
    Edit Selected Invoice
     dialog.
  7. When you have finished all edits, select
    OK
     to close the
    Edit Selected Invoice
     dialog, then select
    Yes
     to confirm.
    note
    If any of your invoices could not be edited, the
    Edit Selected Invoice - Exception Summary
     dialog opens with a list of exceptions. All other selected invoices will have been successfully edited. You can print or copy this information as necessary.

Print Invoices & Statements screen

  1. Choose
    File
     >
    Print Invoices & Statements
    .
  2. On the Invoices tab of the
    Print Invoices & Statements
     screen, mark the checkbox for each invoice you want to change.
  3. Right-click and choose
    Edit Selected
     from the context menu.
  4. From the drop-down list in the first field on the
    Edit Selected Invoice
     dialog, select the item you want to modify (Date, Due Date, Notes, Office, or Reference).
  5. In the second field, enter the new value for that item.
    note
    If you want to make additional changes to all selected invoices, select the Plus button to add a new row to the
    Edit Selected Invoice
     dialog.
  6. When you have finished all edits, select
    OK
     to close the
    Edit Selected Invoice
     dialog, then select
    Yes
     to confirm.
    note
    If any of your invoices could not be edited, the
    Edit Selected Invoice - Exception Summary
     dialog opens with a list of exceptions. You can print or copy this information as necessary.

Prior Invoices portlet

  1. Select the Two people button to open the Client Dashboard.
  2. If necessary, select the
    Selected Portlets
     link and add the Prior Invoices portlet to the dashboard.
  3. In the Prior Invoices portlet, select one or more invoices to edit. Press SHIFT or CTRL to make multiple selections.
  4. Right-click and choose
    Edit Selected
     from the context menu.
  5. From the drop-down list in the first field on the
    Edit Selected Invoice
     dialog, select the item you want to modify (Date, Due Date, Notes, Office, or Reference).
  6. In the second field, enter the new value for that item.
    note
    If you want to make additional changes to all selected invoices, select the Plus button to add a new row to the
    Edit Selected Invoice
     dialog.
  7. When you have finished all edits, select
    OK
     to close the
    Edit Selected Invoice
     dialog, then select
    Yes
     to confirm.
    note
    If any of your invoices could not be edited, the
    Edit Selected Invoice - Exception Summary
     dialog opens with a list of exceptions. You can print or copy this information as necessary.

This article applies to:

  • Product: DT Practice