• Navigate to the Invoices section.
• Select an invoice from the list to open its Detail View (Overview).
• Click the Edit button at the top of the page.
• The system will open the Edit Invoice Record form.

Core fields such as Title, Invoice Number, Invoice Date, Currency, and Confidentiality status are editable, while the Vendor field remains fixed. Users can also provide an optional Law Team Reference Number and define the Billing Period for the invoice.

Within the Line Items section, all billed activities are listed with details including the service date, description, type of charge, timekeeper, hours, rate per hour, and calculated amount. Admins have the flexibility to add new line items or delete duplicates and unnecessary entries. At the bottom, the system automatically calculates the invoice totals, with editable fields for Tax and Discount, and a final Total derived from the subtotal plus tax minus discount.

Once edits are complete, users can either Close the form without saving or select Done to apply all changes.