When invoices are marked "DUE" or "OVERDUE", they can be marked as "PAID" when your firm has received payment.
To mark an invoice as paid:
On the Invoices tab within the Value Tab of a Case, click the kebab menu and select the View/Edit option or double-click an invoice marked "DUE" or "OVERDUE" to access the detail view.
Click the + Add Payment button above the grid.
Confirm the full payment on the Add Payment window by clicking the Save button. Select a desired Fund to link this payment.
The invoice will be moved into the "PAID" status and the Due field will be changed to $0.00.
The new status of this invoice will also be displayed in the Invoices tab list view.
The Value Tab will be updated to show the current status in the Invoiced column.
A notification will display Notifications Center with the amount paid for this invoice.
A payment transaction has been created for each Value item within the invoice. The Reference field displays the auto-generated Invoice number. A banner will display showing that this Value item has been billed and is locked from editing.
NOTE: Value items and linked Time entries included in invoices with a "DUE" status or beyond will be locked, however, edits can be made to Service Dates, Value Notes, and User Defined fields.
NOTE: If you have Enabled permissions to Special Permissions > Modify Locked Value Entries, you can edit locked Value entries.
