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Create an invoice when you need to record a new amount owed to or by your company. You can start company-wide and optionally assign an event, or start from one event so the invoice is linked automatically. Before you begin, identify the correct Invoice Type and gather the source document, payee, invoice date, due date, and line-item breakdown. The Invoice Type and posted line items cannot be changed after creation, so review them carefully. Invoices explains which values remain editable later.

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Start in the Right Scope

Choose the starting point that matches the work: If Add New opens a menu, select the Invoice Type you want to use. The Type remains selectable on the New Invoice page until you create the record.

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Enter the Invoice

1

Confirm the type and event

Confirm Type first. It controls the available Line Item Types. If you started company-wide, select Event (optional) or leave it empty to create an unlinked invoice.
2

Choose Owed or Paid

Keep Status as Owed when the amount has not been settled. Choose Paid only when the money has already moved; a Paid Date then becomes required.
3

Add the payee and dates

Select the Payee when known. Set Invoice Date to the date the amount should be recognized. Add an optional Due Date for when payment is expected.
4

Describe the invoice

Enter a concise Memo that will help someone identify the transaction from a listing or export.
5

Build the line-item breakdown

Select Add line item for each component. Choose a Line Item Type, keep the amount positive, and use the Income or Expense side to show direction. Add a line description when the type alone is not specific enough.
6

Attach supporting files

Drag files into the attachment pane or select Upload File(s). Confirm that each staged file appears before creating the invoice.
New Invoice form showing an empty invoice-file drop zone, due date August 14, 2026, memo July defense counsel and expert review, a 6,050 dollar total, and two Expense line items for Attorney Fees and Expert Fees.

Review the memo, total, and each expense line before creating the invoice. This example is ready to create but has no attachment staged.

Changing Type after adding line items discards the line-item work after you confirm the change. Attachments remain staged. After the invoice is created, its Type, Line Item Types, amounts, and directions are fixed.

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Review and Create

Before selecting Create, check:
  • the event is correct, or intentionally blank;
  • Invoice Date is present, and — unless the invoice is linked to a policy, where a future date records a scheduled installment — is not in the future;
  • every line has a type, a positive amount, and the intended direction;
  • the displayed Total is the expected net of all lines; and
  • a Paid invoice has a Paid Date and at least one non-zero line.
Select Create. The app assigns the invoice number, posts an Owed invoice or records the full settlement for a Paid invoice, commits the attachments, and returns you to the invoice list. For a Paid Loss/Recovery invoice linked to an event, you may be asked whether the payment should update reserves or expected totals. Use the explanation in the prompt and see Reserves before continuing.
Event Financials invoice list showing newly created invoice INV-215035-411 dated July 30, 2026, type ALAE, linked to IMG 01 New Invoice Claim, with memo July defense counsel and expert review, payee IMG 01 Creating Invoice Services, and status Owed.

After creation, the invoice appears in Event Financials with its assigned number, linked event, payee, and Owed status, confirming that it was recorded in the intended scope.

Open the new row and verify its type, dates, line items, attachment, Total, Paid, and Balance Due. If an immutable value is wrong, do not try to edit the posted lines; follow Replacing an Incorrect Invoice.