How to run an Invoice for current charges for a single Matter.
1. Navigate to the Matter Dashboard you'd like to run the Invoice for.
2. Click on your Pending Invoicing 'Total'.
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3. Select your filters and click 'Get Answer' to apply them.
Filters: Choose the dates, Additional Items, and Activity Type.
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4. Your results will populate below. Click on the description or 'Edit Activities Inline' to edit line items.
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This will open the line items up and allow you to edit your entries. Be sure to click on 'Save Changes' to save your work.
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Click on the up/down arrows and drag and drop line items to change the order they will appear on the Invoice. Be sure to click 'Save Order' to save your changes.
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5. Once all changes are made, select 'Invoice'.
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6. Choose a file format and Invoice Template. Then, select 'Next'.
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7. Confirm this action by selecting 'Process Invoice(s)'.
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8. Download your Invoices from the screen or click 'Done' to exit.
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Your Invoices will always be stored in the 'Matter Documents' section for future reference.