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Bug #6769

open

Create / Edit Invoice – Invoice not listed or disappears when Matter is selected

Added by Neela Chinnappa 11 days ago. Updated 6 days ago.

Status:
Fixed - Pushed to Staging
Priority:
Normal
Assignee:
Neela Chinnappa
Start date:
01/30/2026
Due date:
% Done:

0%

Estimated time:

Description

pre condition: TM creates the matter and add the new client [Individual / entity], SU creates the invoice for the same matter

Steps to Reproduce:
  • Login the LexiZ from SU
  • Go to Create Invoice with the client included in the matter
  • Select a Matter.
  • Fill in required invoice details.
  • Save the invoice.
  • Navigate to View Invoices.

created invoice is not displayed in the View Invoice list in SU account, but that invoice is listed in team member account.

scenario - 2 -
  • Edit an existing invoice.
  • Change the client who added in the matter created by TM and select Matter and update
  • select replace

While editing an existing invoice, if a Matter is selected and the invoice is saved, the invoice disappears from the invoice list.

https://drive.google.com/file/d/17Y8C9ywZnszE538QGh6Vzvz2ES-LWxz7/view?usp=drive_link

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 #1

Updated by Neela Chinnappa 10 days ago

  • Description updated (diff)
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 #2

Updated by Soundarya Vembaiyan 8 days ago

  • Assignee changed from Soundarya Vembaiyan to Dhivyalakshmi Karthikeyan
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 #3

Updated by muskan mathur 7 days ago

  • Status changed from New to Fixed - Pushed to Dev
  • Assignee changed from Dhivyalakshmi Karthikeyan to muskan mathur
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 #4

Updated by Dhineshkumar Muthukumaran 6 days ago

  • Status changed from Fixed - Pushed to Dev to Fixed - Pushed to Staging
  • Assignee changed from muskan mathur to Neela Chinnappa
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