...
From the Accounting and Finance Module, select the New Invoice button under the Invoicing heading or from the Invoice Register, the New Invoice button are at the top of the screen, under the menu bar. 
You may also find this page helpful if you have already created an invoice How do I add more records to an existing bill?
...
Step 1: Search a matter to invoice for. The Primary Client will fill from the matter chosen. You can also search by a Fee Earner, Status, or Record Type.
Status: If you wish to show Draft or Unbilled Status transactions. Note: Draft Disbursements will not appear to be billed even if the Draft status is selected. Disbursements must be confirmed before they are able to be billed.
Record Type: This allows you to search between the registers for different transactions e.g. Time, Fixed Fees, Disbursements etc
You can also select 'all' if you want to search for everything.
...
Step 2: Select which records to bill.
...
Step 3: (optional) Add records to an existing invoice or, if it is a new invoice, leave this blank
| Info |
|---|
If you have already created your invoice, To use step 3, you would go back to New Invoice > go through the normal steps 1 and 2 to find your records and then use Step 3 to choose the invoice that the records are going to be added to (rather than them creating their own invoice) - see more at How do I add more records to an existing bill? |
This is especially useful if you need to add in more records to existing invoices.
...
Step 4: Create the invoice by selecting one of the options at the bottom of the page depending on whether you have more Invoicing to do.
...
Once an invoice is created, it will appear in the Invoice Register for further action.
Selecting the Invoice number will take you into the invoice where you have options to approve, confirm and delete the invoice.
You can also edit the invoice here and change invoice details. Please be aware that changes made directly on an invoice do not flow back into the original registers e.g. It won’t update the original time record.
| Info |
|---|
If you need to make adjustments to the invoice to reduce the total value, make sure to set the quantity as positive and the rate as negative. |
...
Approve Invoice
This indicates that the invoice is ready to be sent to a client. All the entries must be checked for grammatical and spelling errors before this point.
Confirm Invoice
This indicates that the invoice is ready to be linked to your accounting system and will send the invoice to it. The invoice should be client ready at the point of confirmation.
Delete Invoice
...
Important Info about Editing and Deleting Invoices:
Can edit/delete when invoice is draft
Can edit/delete when invoice is approved
CANNOT delete once invoice is confirmed
Can delete once invoice is posted to accounting system (if you delete the second entry in the external accounting system (E.g. QuickBooks Online) , you will then need to delete the original entry in the OWL as well)
Can delete invoice in external accounting system (this will not flow back to WOL)
...
| Info |
|---|
Note: If you delete an invoice in Wise Owl, there will be an option to make the items available for a replacement invoice. This will mark them as unbilled for the next time you are making an invoice. |
If you have payments applied to an invoice, it will not let you delete that invoice until the payments are also deleted. This is to prevent monies already receipted from being un-receipted and changing the client’s account balance incorrectly. Note: You should only delete receipts if you can confirm that no funds were actually received by the firm.
To delete an Invoice:
Go to the Invoice Register and choose your invoice record.
Click on the Invoice Number to open the invoice
Select the red 'Delete Invoice' button
...
Read the warning - If the Invoice has been posted to the external accounting system then you need to delete it from there as well. Once read and actioned, you can press the delete button.
| Info |
|---|
IMPORTANT: There is a checkbox on this screen that is ticked by default. this allows the records that were billed on this invoice to be rebilled after this invoice has been deleted. |
...
If necessary (I.e. if your invoice was posted before deletion), go into your external accounting system and delete the invoice there as well.
There is often a search system to be able to find transactions by their reference number or amount in accounting systems.