When a law firm identifies an error on an invoice they’ve already submitted—such as an incorrect matter ID or tax issue—they may request a recall. As an invoice approver, you retain full control over whether the invoice moves back to the firm for correction or continues through your review process unchanged.
1. Receiving a Recall Request
When a firm requests a recall, you will be notified in two ways:
- Email Notification
- In-App Notification
The invoice will remain in your workflow and will not be returned automatically to the firm.
2. Reviewing the Recall Request
On the invoice page, you can review:
The firm’s explanation for why the invoice needs to be recalled
Supporting details such as matter, amount, and dates
This gives you the context needed to decide whether the invoice should be corrected or continue through approval.
3. Your Response Options
As the approver, you have two actions available:
Option 1: Query Invoice
If you agree that changes are needed, select Query Invoice.
This will:
Send the invoice back to the firm
Allow them to edit or void the invoice as required
Option 2: Continue Review
Leave the invoice unchanged
Keep it moving through your approval workflow
This option is useful if the recall is unnecessary or the issue does not impact your review.