Moving an Invoice to a Different Matter (Client Article)

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.


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


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