There may be a time when you open an existing invoice and a dialog box pops up with the message “As a result of changes to billing items included in this invoice since the last time this invoice was saved, the invoice amount has changed…." What does this mean?

AppColl automatically includes any fee or expense billing items in an invoice unless:

• The billing item date is outside the date range of the invoice.
• The "Do Not Invoice" option is selected for the billing item.

• The billing item is associated with an unfiled matter that has the "Invoice only when matter is filed" option selected on the Matter Detail page.

• The billing item is associated with an open task that has the "Invoice billing items associated with this task only when task is complete" option selected in the task's detail page.

Any of these options will prevent AppColl from adding the billing item to an existing invoice. Conversely, if the above items do not apply and you make changes to billing items already included in an invoice, or add new billing items within the date range of an invoice, the changes or additions will automatically be included in the invoice the next time it is opened. These additional or edited billing items will likely change the total due for the invoice, compared to when it was last saved. If this happens, you will see a dialog box pop-up telling you how the total amount due has changed. Just click Ok on the dialog box--no other action is required.

NOTE: the invoice PDF will not be updated to reflect the new items and total unless you click the Save or Apply Changes button.