Viewing all Invoices in a Matter (Client Article)

Rather than searching for individual invoices, you can view your invoices grouped within their matter.


To view and access all invoices related to a matter:

  1. Find the relevant matter.

  2. Click on the Matter Ref to access the Matter Overview Page.

  3. Navigate to the Invoices tab of that matter.
    1. Here, you will see all invoices on this matter, along with some key invoice details.

    2. You'll see something similar to the below demo invoices:Screenshot_2023-05-01_at_10.56.57_AM.png
  4. Clicking on the invoice number will bring you to the Invoice Analysis page.
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