Miscellaneous

Editing multiple invoices

Digita Practice Advanced 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 below.
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. Click 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, click the Plus button to add a new row to the Edit Selected Invoice dialog.
  7. When you have finished all edits, click OK to close the Edit Selected Invoice dialog, then click 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, click the Plus button to add a new row to the Edit Selected Invoice dialog.
  6. When you have finished all edits, click OK to close the Edit Selected Invoice dialog, then click 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. Click the Two people button to open the Client Dashboard.
  2. If necessary, click 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, click the Plus button to add a new row to the Edit Selected Invoice dialog.
  7. When you have finished all edits, click OK to close the Edit Selected Invoice dialog, then click 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: Digita Practice Advanced