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Viewing all Invoices in a Matter

Updated

Rather than searching for individual invoices, you can view your invoices grouped within their matter.

 

To view and access all invoices related to a matter:

  1. Find the relevant matter.

  2. Click on the Matter Ref to access the Matter Overview Page.

    Screen_Shot_2021-09-23_at_3.42.47_PM.png
  3. Navigate to the Invoices tab of that matter.
    1. Here, you will see all invoices on this matter, along with some key invoice details.

      Screen_Shot_2021-09-23_at_3.41.58_PM.png
    2. You'll see something similar to the below demo invoices:Screenshot_2023-05-01_at_10.56.57_AM.png
  4. Clicking on the invoice number will bring you to the Invoice Analysis page.

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