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Mobile: Viewing Invoice Details

Open an invoice to check it, email it, record a payment, or unfinalize it

Applies to: Premium · LawBillity · Billing (mobile app)

Tap any invoice in the Invoices list to see it in full and take action on it, like emailing it to the client or recording a payment.

What You'll See

The full invoice: your company name, the client, invoice number and date, and each line with its Date, By, Type, Service Summary, Hours/Qty, Rate, and Amount. The Total Hours and Total Invoice Amount are at the bottom.

Mobile - Invoice Detail

An invoice opened in the app, with the action buttons below it.

What You Can Do

If you want to...
Tap
Send the invoice to the client
Email Invoice
Record a payment the client made
Process Payment. See Recording Client Payments.
Make changes to a finalized invoice
Unfinalize Invoice. It goes back to pre-bill so you can edit it.
Delete the invoice
The trash icon. You'll be asked to confirm.

Common Problems

  • A rate or amount on the invoice is wrong. Unfinalize it, fix the entry or rate, and finalize again. See Why Does My Invoice Show $0.00? if lines show $0.00.
  • You don’t see these buttons. Your permissions may not include invoicing. Ask your admin.