Search

Search Practice CS Support Help and Support.

This article applies to:

Product: Practice CS
Subject: Billing

Edit multiple invoices

You can edit multiple invoices at the same time using the

Edit Selected Invoice

window. 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

window from the Review
tab of the

Billing

screen. If your firm doesn't use the approval process, you can also open this window from the

Print Invoices & Statements

screen or the Prior Invoices portlet on the Client Dashboard.

All 3 methods are described here.

Billing screen

Select Actions
, then Billing
.

Select the Review
tab. If necessary, clear the Unposted only
checkbox.

Select the checkbox for each invoice to edit.

note

Only invoices that haven't been approved or posted can be edited.

Right-click and choose Edit Selected
.

From the dropdown list in the 1st field on the

Edit Selected Invoice

window, select the item to modify (Date, Due Date, Notes, Office, or Reference).

In the 2nd field, enter the new value for that item.

note

To make additional changes to all selected invoices, select the

button to add a new row.

When you have finished all edits, select OK
to close the

Edit Selected Invoice

window, then select Yes
to confirm.

note

If any invoices couldn't be edited, the

Edit Selected Invoice - Exception Summary

window opens with a list of exceptions. All other selected invoices will have been successfully edited. You can print or copy this information.

Print Invoices & Statements screen

Select File
, then Print Invoices & Statements
.

On the Invoices
tab, mark the checkbox for each invoice to change.

Right-click and choose Edit Selected
from the context menu.

From the dropdown list in the 1st field on the

Edit Selected Invoice

window, select the item to modify (Date, Due Date, Notes, Office, or Reference).

In the 2nd field, enter the new value for that item.

note

To make more changes to all selected invoices, select the

button to add a new row.

When you have finished all edits, select OK
to close the

Edit Selected Invoice

window, then select Yes
to confirm.

note

If any invoices couldn't be edited, the

Edit Selected Invoice - Exception Summary

window opens with a list of exceptions. You can print or copy this information.

Prior Invoices portlet

Select

to open the Client Dashboard.

If necessary, choose Selected Portlets
and add the Prior Invoices portlet to the dashboard.

In the Prior Invoices portlet, select one or more invoices to edit. Press Shift or Ctrl to make multiple selections.

Right-click and choose Edit Selected
from the context menu.

From the dropdown list in the 1st field on the

Edit Selected Invoice

window, select the item to modify (Date, Due Date, Notes, Office, or Reference).

In the 2nd field, enter the new value for that item.

note

To make additional changes to all selected invoices, select the

button to add a new row.

When you have finished all edits, select OK
to close the

Edit Selected Invoice

window, then select Yes
to confirm.

note

If any invoices couldn't be edited, the

Edit Selected Invoice - Exception Summary

window opens with a list of exceptions. You can print or copy this information.

Justly Prudent achieves 5 times the ROI with CoCounsel

AI that delivers

Speed meets confidence

Streamlined matter management

Compliance without complexity

CoCounsel Legal

CoCounsel Tax

Global Classification AI

CLEAR Investigate

Tax Quickfinder

Small firms

CoCounsel Legal

Contact sales

CoCounsel Tax

Contact sales

ProView

Chosen by changemakers

Legal enhancements

This article applies to:

Edit multiple invoices

Billing screen

Print Invoices & Statements screen

Prior Invoices portlet

Related Content