Editing, Sending, and Managing Invoices

Find invoices in the workspace Invoices list or the case’s Finances > Billing > Invoice History.

Review and adjust an invoice

1. Open the invoice and verify the client, case, line items, totals, payments, and remaining balance.
2. Use Edit Items where available and permitted to correct invoice lines.
3. Review the resulting totals before changing its status or sending it.

Status and delivery actions

• Mark Open: move an eligible invoice into its open state.
• Mark Sent: record the sent status. This action alone should not be treated as proof an email was delivered.
• Email Invoice: use the actual email workflow when you want to send it.
• Record Payment: record money received or apply available retainer funds.
• Print / Export PDF: produce an invoice copy where offered.

Permissions and corrections

Editing, sending, managing payments, and deleting or voiding use different permissions: Edit Invoices, Send Invoices, Manage Invoice Payments, and Void Invoices. Available actions also depend on invoice state.

If an invoice is wrong after payment or delivery, review the linked payments and source entries with an authorized manager. Do not assume deleting an invoice reverses a real-world payment or automatically permits every source-entry change. Verify the result of the supported correction workflow.

Access and availability

The controls you see depend on your permissions, access to the case, the case status, and the entry's review, invoice, and payment state. If an action is missing, ask your CaseWyze administrator to check these conditions.