The Invoice Recall feature allows law firms to request the recall of an invoice they have submitted that has not been approved yet. This helps firms quickly correct obvious errors (such as wrong matter IDs or tax issues) while ensuring clients remain in charge of the review and approval process.
1. Requesting a Recall
Firm users (with permission to submit invoices) will see a Recall button on any submitted invoice that has not been approved yet.
2. What Happens Next – Client Notification
When a recall request is submitted:
The client’s invoice approver(s) receive:
An email notification
An in-app notification
This ensures clients are clearly informed and can respond promptly.
3. Client Response
Approvers can then
Query Invoice
Sends the invoice back to the firm for correction. The firm will receive an email notification, and can then edit or void it as needed.Continue Review
Leaves the invoice in the workflow unchanged.
(e.g. if the recall request isn’t necessary or the client prefers to proceed)
The invoice does not automatically return to the firm—control remains with the client.
If you have questions or need additional assistance, please reach out to support@apperio.com