Instructions for Future Active Dates
You can edit and delete an invoice if the Active Date is in the future. To do so, go to the Invoices menu in LegFi and select the three dots under the "Actions" column on the row of the invoice you wish to edit or delete. Select Edit or Delete, depending on the action you wish to take.
Instructions for Past Active Dates
For accurate accounting and recordkeeping purposes, you cannot edit the dollar amount of an invoice if the Active Date has passed. However, you can delete the invoice or edit the fields below of an invoice after it is added to a member.
- Charge Title
- Charge Description
- Deposit Financial Account
- Ledger Account
- Late Fee dollar amount and date
You can also add a reason for editing or deleting, if needed.
(For more information on adjusting a member's balance, see How do I adjust a charge on a member's account?)
To edit or delete an invoice, go to the Invoices menu in LegFi and select the three dots under the "Actions" column on the row of the invoice you wish to edit or delete. Select Edit or Delete in the drop-down menu.
In the Edit Charge window, edit the fields as needed, and click the Save Charge button to save your changes. As noted above, you will not have the option to edit the Amount, Active Date or Due Date of an invoice if the Active Date is in the past.
In the Delete Invoices window, you will have the option to add a Reason for removing the invoice. To save your changes, you will click Yes, Delete Invoices.