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'.
![](https://media.screensteps.com/image_assets/assets/004/950/790/original/666ea0dd-c872-4e80-83f6-f94ae342d18c.png)
3. Select your filters and click 'Get Answer' to apply them.
Filters: Choose the dates, Additional Items, and Activity Type.
![](https://media.screensteps.com/image_assets/assets/003/496/310/original/03322513-1b26-47b4-8d25-084c8b18bb4a.png)
4. Your results will populate below. Click on the description or 'Edit Activities Inline' to edit line items.
![](https://media.screensteps.com/image_assets/assets/004/950/792/original/01eaa943-713a-4cb2-a35d-fa52888e7a05.png)
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.
![](https://media.screensteps.com/image_assets/assets/004/950/794/original/e6243165-9846-439d-9213-08e53f87baf0.png)
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.
![](https://media.screensteps.com/image_assets/assets/004/950/796/original/953eb679-3a1a-4447-b843-b683d9cdaf04.png)
5. Once all changes are made, select 'Invoice'.
![](https://media.screensteps.com/image_assets/assets/004/958/651/original/30921337-b3a2-44ac-9fe2-9a8effe7ff2f.png)
6. Choose a file format and Invoice Template. Then, select 'Next'.
![](https://media.screensteps.com/image_assets/assets/004/958/653/original/941c1b4e-05c5-4587-8c82-dc5ed4979ad5.png)
7. Confirm this action by selecting 'Process Invoice(s)'.
![](https://media.screensteps.com/image_assets/assets/004/958/655/original/d2e7529d-512c-4461-9521-dff3fd52dd50.png)
8. Download your Invoices from the screen or click 'Done' to exit.
![](https://media.screensteps.com/image_assets/assets/004/958/657/original/29f4955e-2008-43ac-afc5-512fab67d008.png)
Your Invoices will always be stored in the 'Matter Documents' section for future reference.