Rocket Matter Knowledge Base BillingHow to delete an invoice.

How to delete an invoice.

1.  From the Matter Dashboard, click the 'Matter Ledger Balance' amount.  

1.  From the Matter Dashboard, click the 'Matter Ledger Balance' amount.  

2. Click "Delete".

2. Click "Delete".

-  You will be prompted to confirm the deletion as follows:  'Are you sure you want to delete this item?'  Selecting '"Yes, Delete" will 'undo' the invoice, and move the billable activity to 'Pending Invoicing'.

-  Deletion of Ledger activity must start with the most recent entry.  The delete option for an older entry will surface when the items above it have been deleted.

-  When an invoice is deleted, and another invoice is run, the new invoice will have a new, unique invoice number.

 

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