Following along in MyCase is recommended as you read the article.
Overview
Even after an invoice has been created, you can still go back and make changes to it. This is useful for fixing errors, adding additional line items, changing payment terms, etc. Watch the video to learn how.
Editing an Invoice
Under the Billing tab, click Invoices to locate the invoice you want to edit.
Click on the invoice to open its details page.
In the invoice actions toolbar, click the Edit button.
If you need to change the contact or case/matter for the invoice, please note that, once this information is updated, the invoice will be updated to reflect uninvoiced flat fees, time, and expenses for the newly selected contact or case/matter.
If you need to change an invoice that had no case selected to now include a case, you can do this by clicking the Edit button and then selecting the case you wish to link it to under the 'Matter' section. Uninvoiced time entries, expenses and flat fees related to this case will then appear on the invoice.
If trust funds have been applied to the invoice, you can choose to change how the trust information is displayed. While editing the invoice, scroll down to the Apply Trust & Credit Funds section. You will see the available dropdown menus to select whether to have the invoice "Show Trust Summary" (balance only), "Show Trust History," or "Don't Show on Invoice" (no trust information).
If you need to move a flat fee, time entry, or expense off of an invoice and to another case, click the X to the left of the entry and choose 'Remove'.
This will send the item back to the case file. Save the invoice before moving forward. Then, go to the case file where that removed item is housed and click the Edit button to change the case it should be associated with. The next time you invoice this case, the item you moved to it will be invoiced.
If you need to share or un-share the invoice with contacts, click the Share via Portal or Share via Email on the invoice toolbar. Read more about Invoice Sharing. You can also send payment reminders and record a payment from this invoice toolbar.
To edit payment history, click the Invoice History button on the invoice toolbar. Read more about Editing Payment History.