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Maintain an Invoice Type when its label or breakdown needs to evolve. You can rename existing entries, add new Line Item Types, correct an Operating type’s expected direction, or remove choices that should no longer be used. Financials preserves activity already posted against a type. That history determines whether the editor offers deletion or deprecation. Review Invoice Types and Line Items before removing a live choice.

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Open the Correct Card

  1. Open Admin → Financials → Event Invoice Types.
  2. Locate the type under Loss/Recovery Invoice Types or Operating Invoice Types.
  3. Select Edit on that card.
Edits are staged for the entire card. Save commits its pending changes and Cancel discards them. The other card remains read-only while this one is open.
Loss/Recovery Invoice Types in edit mode showing Litigation Support as a Loss type. Its Payable Court Costs line has an archive control, its unused Payable Outside Counsel and Expert Review lines have delete controls, and Add line item is available.

Litigation Support is in edit mode: Court Costs has an archive control because it has invoice history, while unused Outside Counsel and Expert Review have delete controls.

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Make a Non-Destructive Update

Use the smallest change that expresses the intended configuration:
  • Rename a type or line item. Edit its name. Existing invoices and reports use the new label without changing any posted amount.
  • Add a Line Item Type. Select Add line item, name it, and choose Payable or Receivable. Its direction becomes permanent when saved.
  • Correct an Operating type’s direction. Change Expense or Income. This label remains editable because no account balance is oriented to it.
  • Keep a fixed direction. An established Loss/Recovery type remains Loss or Recovery, and an established Line Item Type remains Payable or Receivable. Create a replacement when one of those permanent choices is wrong.
The in-app guidance above the editor summarizes why labels remain editable while balance-bearing directions do not. Expected Direction covers the effect of these labels on new activity.

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Delete an Unused Entry

An entry that has never appeared on an invoice shows a delete control.
  1. Select the delete control beside the unused Invoice Type or Line Item Type.
  2. Confirm that the entry disappears from the draft.
  3. Select Save on the card.
Deleting an unused Invoice Type also removes the Line Item Types nested beneath it. If you selected the wrong entry, choose Cancel before saving to restore the original card.

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Deprecate a Used Entry

Once an Invoice Type or Line Item Type has recorded activity, it cannot be deleted. Its remove control opens a deprecation confirmation instead.
  1. Select the archive control beside the used entry.
  2. Read the confirmation, including the count of invoices that use it.
  3. For an Invoice Type with unused child lines, choose whether to:
    • Deprecate all, preserving every Line Item Type; or
    • Deprecate & delete unused line items, removing only children with no recorded use.
  4. Select Deprecate, or the appropriate combined action.
  5. Select the card’s Save.
Deprecate invoice type dialog for Litigation Support explaining that one live invoice prevents deletion and that two of its three line items have no invoice history. Deprecate all, Deprecate & delete 2 unused line items, and Cancel controls are visible.

The Litigation Support confirmation reports one live invoice and lets you deprecate all three line items or delete the two unused lines while deprecating the type.

A deprecated entry stays visible in configuration with a Deprecated badge. It is removed from choices for new invoices, but existing invoices continue to open, accept payments, and contribute to reports.
Deprecating an Invoice Type makes all of its Line Item Types unavailable for new activity, even if a child line is not separately marked deprecated.

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Restore a Deprecated Entry

Restore an entry when it should be available for new activity again.
  1. Select Edit on the card containing the deprecated entry.
  2. Select Restore beside the Invoice Type or Line Item Type.
  3. Review its name and the fixed directions that will return to use.
  4. Select Save.
Restoring a Line Item Type does not restore a deprecated parent Invoice Type. Restore the parent as well when the whole hierarchy should return.
Saved Operating Invoice Types card showing active Recovery Administration with Income and Receivable directions, muted Collection Fees with a Deprecated badge and Expense and Payable directions, and a Financials configuration saved confirmation.

After saving, Recovery Administration is active again while Collection Fees remains visible with a Deprecated badge.

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Verify the Change

After saving, confirm the read-mode hierarchy and then start a new invoice without creating it:
  • renamed and newly added entries appear in the correct place;
  • deprecated entries are absent from new-invoice choices;
  • restored entries are selectable again;
  • existing invoices that used deprecated entries still display their original financial activity; and
  • the Overview Report continues to include any non-zero historical totals.
For the complete configuration surface and its card-level save behavior, see Event Invoice Types.