Moving an Invoice to a Different Matter

You may notice that an invoice has been incorrectly submitted to a matter. This can be rectified without needing your vendor to resubmit the invoice. Only client Admin users can access this feature; vendors cannot move an invoice.

Note: AP Routes are not updated retroactively when an invoice is moved to a new matter. We would recommend that you review the AP Route on an invoice to confirm whether any changes are needed. If needed, this guide details how to update the assigned AP Route: How to change an AP route applied to an invoice

To move an invoice to another matter:

• Find the relevant invoice by navigating to Menu > Invoices.
• Click on the icon highlighted below, beside the matter name, in the top left corner of your screen.

• Select the new matter from the drop-down menu and click Link to Matter. 

Note: Only PENDING invoices can be moved between matters so if you need to move an invoice that has already been reviewed, you can reverse the status back to bending as per How to change or reverse the status of an Invoice - for Admins only and review it again once it has been moved.