How To Edit or Remove a Purchase order on a Matter (Client Article)

To Edit/Remove a Purchase order:

1. Find the matter where you want to edit/add the purchase order. mceclip0.png

2. Go to the Purchase order tab and you will be presented with two options in this menu to edit or remove when you click on the 3 dots to the right.

3. If editing, select the Edit option and make the changes needed to be followed by clicking the save button on the top right, and for removing/deleting you will get a pop-up to confirm the action.



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