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How to Locate a Missing Invoice

🔎 Step 1: Navigate to the Invoices Page

  1. Go to Menu > Invoices > View Invoices.

🔍 Step 2: Use Search and Filters

Use the search bar and filters at the top of the page to narrow your results.

🔎 Search Bar

You can search using:

  • Invoice Number

  • Matter Name

  • Client Matter ID

⚠️ Still Can’t Find Your Invoice?

If the invoice doesn’t appear after searching and applying filters, check the following:

  • ⏳ Partially uploaded invoice
    The submission wasn’t completed.
    → Follow the steps in this guide.

  • 🔒 Access restrictions
    You may not have permission to view the invoice (for example, if you’re not a Vendor Admin).
    → Check your access level and confirm with your Vendor Admin or client admin.

  • 📌 Client-submitted invoice
    The client uploaded the invoice directly.
    → Vendor users cannot view client-submitted invoices (this is expected behavior).

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