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Finding an Invoice in Counsel Exchange (Unity)

by Michael Nadeau Updated on

Here's how to find a specific invoice within Counsel Exchange:

  1. After logging into the standard client view in Counsel Exchange, navigate to "Invoices" and then "Invoices List" on the left-hand side menu. 
  2. The full list of invoices will appear. 

    Here, you can sort by:

    • Invoice Number/Name
    • Matter
    • Total
    • Currency
    • Invoice Date
    • Date Created
    • Submitted On

    You can also use the links at the top to switch between Active, Archived, and Deleted invoices. 

    You can also use the drop-down menus to filter by certain invoice aspects (Invoice Number, Matter Name, Status); use the Manage Filters drop-down menu to adjust the filter options. Use the Search Invoices bar to search for a specific invoice. 

    Use the Viewing drop-down menu to adjust the number of invoices you want to see on the screen. 

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