Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

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

  1. Select
    Actions
    , then
    Billing
    .
  2. Select the
    Review
     tab. If necessary, clear the
    Unposted only
     checkbox.
  3. Select the checkbox for each invoice to edit.
  4. Right-click and choose
    Edit Selected
    .
  5. 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).
  6. In the 2nd field, enter the new value for that item.
  7. When you have finished all edits, select
    OK
     to close the
    Edit Selected Invoice
     window, then select
    Yes
     to confirm.

Print Invoices & Statements screen

  1. Select
    File
    , then
    Print Invoices & Statements
    .
  2. On the
    Invoices
     tab, mark the checkbox for each invoice to change.
  3. Right-click and choose
    Edit Selected
     from the context menu.
  4. 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).
  5. In the 2nd field, enter the new value for that item.
  6. When you have finished all edits, select
    OK
     to close the
    Edit Selected Invoice
     window, then select
    Yes
     to confirm.

Prior Invoices portlet

  1. Select Two people to open the Client Dashboard.
  2. If necessary, choose
    Selected Portlets
     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 dropdown list in the 1st field on the
    Edit Selected Invoice
     window, select the item to modify (Date, Due Date, Notes, Office, or Reference).
  6. In the 2nd field, enter the new value for that item.
  7. When you have finished all edits, select
    OK
     to close the
    Edit Selected Invoice
     window, then select
    Yes
     to confirm.

This article applies to:

  • Product: Practice CS
  • Subject: Billing