Moving an Invoice to a Different Matter (Client Article)

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


To move an invoice to another matter:

  1. 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.
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  1. Select the new matter from the dropdown and click "Change Matter." You will only see matters that you have access to.
  2. Your screen will refresh and the invoice will now be in the new matter.

Remember to update the invoice's approval workflow if necessary.

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