Creating Interim Invoices

Creating Interim Invoices

Interim invoices help you keep a clear record of payments during an ongoing case. This is especially useful when a case runs over a longer period or when partial amounts are billed separately.

Create an Interim Invoice

1. Open the payment overview using the cash register icon in the case list.
2. In the payment overview, open the options for the case information.
3. Check any existing interim invoices.
4. Select New Interim Invoice to create another interim invoice.
5. Enter the amount and any other relevant details.
6. If needed, print the interim invoice via the form selection.

Corrections

Interim invoices that have already been created cannot be canceled directly. If you need to correct an interim invoice, create a new interim invoice with a negative amount and use it to offset the original interim invoice.