Edit, Void or Waive Invoices

Modified on: Thu, 20 Jun, 2024 at 4:58 PM

Learn how to make changes to created invoices, including how to void full invoices and waive remaining invoice balances.

Getting Started
Regenerate an invoice

Getting Started

The option to void, edit or waive an invoice will only display if no payments have been applied to the invoice. If a payment has already been applied, you must reverse the payment first.

1. Select the Invoices tab from the left panel of triConvey Companion Site Web App.

2. Click the invoice you need to edit, void or waive.

3. Reverse any payments that have been applied to the invoice, if applicable.

4. Select Void, Edit or Waive.

Edit: Convert the invoice back into a draft.

1. Review the prompt and confirm you wish to edit the invoice.

2. The invoice will return to draft form, and you can change the time, fees, and disbursements.

Void: Nullify all the time and disbursement entries on the invoice. The time, fee and disbursement entries will be marked as unbilled and returned to the matter. They will be available for another invoice.

1. Review the prompt and confirm you wish to void the invoice.

2. The invoice preview will now indicate that the invoice has been voided.

Waive: Waive the remaining invoice balance. The time, fee and disbursement entries will be marked as invoiced. They will not be available for another invoice unless you select Reverse, which appears after you waive the invoice.

1. Review the prompt and confirm you wish to waive the invoice.

2. The edit, waive and void buttons will now be replaced with the reverse and invoice statement buttons.

Regenerate an invoice

The Regenerate button on an invoice sends another version of the PDF invoice back to your document list in the matter.

Finalised invoices should automatically be saved back to your matter whenever they are updated, but the Regenerate button will manually send them through if necessary.