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).