The Matter Costs page displays all Costs (such as Time Records and Expenses) associated with a Matter. (View the Create Time Records and Create Expenses articles for more information.)

You can add Costs to an existing Invoice, edit and/or delete Costs, and export a list of Costs to a CSV file via the Matter Costs page.

Matter Costs

To view a Matter's Costs:

1. In a Matter, select the Costs tab.
   
   
2. The page will default to showing Costs with a "Not Invoiced" status; select the Invoice Status button to select a different status to display, or select Clear to display all Invoices, as needed.
   
   Please note, you can use the other buttons to filter the Costs by Date, Type, and more.

The Invoice Actions button allows you to either create a new Invoice or add a Cost to an existing Invoice.

(View the Create Invoices from a Matter article for more information on the creating Invoices option.)

To add a Cost to an existing Invoice, first click on a Cost (or use CTRL/Shift + Click to multi-select) then select Add to Existing Invoice. A list of existing draft Invoices will appear; select a draft Invoice as needed.

Please note, Costs can only be added to an Invoice with a Draft status; Invoices with a Paid or Approved status cannot be edited.

With one or more Cost selected, you can also export these to a CSV file by selecting Bulk Actions and Export Selected.

You can also move selected Costs to a different Matter by selecting Bulk Actions and Move Selected, then entering the Title of the Matter in the window that appears.

Finally, you can edit, delete, or add an individual cost to an Invoice by selecting its Actions menu.

Please note, only Costs with a Not Invoiced status can be edited, deleted, or added to an Invoice. If a Cost has been invoiced, it cannot be edited or deleted.

Keywords

Fees, Expenses, Charge, Billing, Charge Rate, Per Hour