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Invoices

Delete invoices

You can delete an invoice but it depends on your role, who posted it, and its status. Deleting an invoice is restricted to make sure invoicing can be audited and verified.
Audit reasons for limiting ability to delete invoices The ability to delete live invoices is restricted to ensure that invoicing in the system can be audited and verified. If invoices could be approved and then deleted, it would be impossible to authenticate the actual spending approved in the system.

Delete invoices posted by a law firm or vendor

You can't delete an invoice posted by a law firm. You can only reject the invoice back to the firm during the approval process.
If the law firm makes a mistake in the invoice, they have to correct the mistake:
  • If an approver hasn't approved or processed the invoice, the law firm can delete the invoice or correct it.
  • If an approver has approved or processed the invoice but it is not finally approved, the current approver can reject the invoice back to the law firm with an explanation of what needs to be corrected. The law firm should correct the mistake and repost the invoice.
  • If the company has finally approved the invoice, you'll need to go back and correct the invoice approval mistake.

Delete live invoices or memo entries posted by a company user

Company System Administrators, Matter Administrators, or the person that posted the invoice can edit it if no other approver has approved it.
You can delete the invoice if no other reviewer has approved it or if it has been rejected: 
  1. Go to the matter and select
    Invoices
    .
  2. Select the invoice to open it.
  3. Select menu then
    Delete
    .
note
Company System Administrators, Matter Administrators, and the person who posted the memo can delete memo entries at any time.

This article applies to:

  • PRODUCT: Legal Tracker
  • Subject: Billing,Invoices
  • Audiences: Company