Reprinting Final Invoices

You can reprint invoices that have previously been marked as final. This might be necessary if you have a client who has lost their copy of the invoice, your printer failed, or if you need to review previous work completed for a client.

Reprinting an invoice does not change the status of that invoice. To change the status of an invoice, you must undo the final print. See Undoing a Final Print for more information.

To reprint final invoices, do the following:

  1. Open the Invoices list.

    Note: You can also access invoices from the ClosedClients or Projects list.

    1. Open Dashboard, click Application Links on the navigation panel, and then click Bill WIP under Billing & Invoicing.
    2. Click either the Clients or Projects tab.
    3. Click  next to a client or project to display the invoices for that client or project.
  2. Do one of the following:
    • Reprint a single invoice. Click Actions > Print >  Reprint final invoice next to the invoice you want to reprint.
    • Batch reprint invoices. Select the check boxes next to the invoices you want to reprint, and then click Batch Actions > Reprint final invoice.
  3. Select the Closeddestination options for the invoice.
    4. Component Description
    Email a PDF Copy

    If you select this option, enter the email addresses for the client separated by a semi-colon (;). The “From” email address will be the email address configured in firm setup. See Setting Billing Options for the Firm for more information.

    Note: You can also select to print a paper copy for all email recipients in case you are required to retain a printed version.

    Print a paper copy Select this option to print to a printer you have previously configured for use with your computer.
    Send a PDF copy to Document

    This option is available if Document is licensed and the option is selected on the client's Practice > Billing Options > Invoice and Statement Address section. See Setting Up Client Billing Options for more information. See Setting Up Invoice Mapping Options for for more information.

    Note: When you reprint a final invoice, you will be notified that there is a duplicate document in Document. You have the option to overwrite, rename, or delete the existing final invoice stored in Document.
    Print a copy for all email recipients You can also select to print a paper copy for all email recipients in case you are required to retain a printed version.
  4. Click OK.
  5. Complete the print settings for your printer, and click Print. If you selected to email the invoice, the email will also be sent.
  6. If you selected to send the invoice to Document:
    1. Log in to review the information on the Add Files window.
    2. Select the invoices in the grid at the bottom of the window.
    3. Select the storage information and file properties.
    4. Click Apply to selected.
    5. Click Upload Selected Files for Document.