How do I add more records to an existing bill?

This page shows the detail of how to add in more time or other entries onto an existing bill.

The bill needs to be in draft status at the time you want to add more entries. If you have already confirmed the invoice, you will need to delete and restart the invoice.

For a QuickVid on this topic, please click here.

1. To add more records, go into the Invoice Register and choose New Invoice.
   
   
   
   
2. Search for your matter as per a normal invoice.
   
   
   
   
3. Tick the records that you want to add to your bill
   
   
   
   
4. Scroll down to Step 3 on the New Invoice page and type in your matter number, the invoice or any details of the matter name or primary client to search for the invoice you want to add to.
   Select the invoice from the drop down menu
   
   
   
   
5. Select the Invoice that you want to add the entries to and then select Bill Records and Show Invoice.

At this point, your records will be added to the chosen invoice and you will have a green success bar detailing what was adding in to the invoice.

From here, you can continue to create your invoice as normal.

QuickVid Adding further Records to Invoice