Edit an invoice

Step-by-step instructions on how to edit an invoice.

1. From the More tab, tap Invoices
2. Select the invoice that you’d like to edit.
3. On the top right, tap Options .
4. Tap Edit.
5. From here, you will be able to edit any of the information for your invoice, including:
   • Firm
   • Claim
   • File #
   • Claim #
   • Supplement
   • Date
   • Buildings
   • RCV
   • Note
   • Line Items

Once you have made all desired changes, tap Done to save the newly-updated invoice.

Note: You can also edit invoices from the Claims section. To do this:

1. Navigate to the claim with the invoice you’d like to edit.
2. Select the Invoicing tab at the bottom right.
3. Select the invoice that needs to be edited.
4. Tap Options at the top right.
5. Select Edit.
6. Make your changes and then tap Done to save them.