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 > Invoice Management > Invoices.
- Click Change Matter beside the matter name in the top left corner of your screen.
- Select the new matter from the dropdown and click Change Matter.
- Your screen will refresh, and the invoice will now be in the new matter.