Carolyn Byrne (Customer) asked a question.
I would like to transfer an invoice from one matter to another. Can this be done?
I would like to transfer an invoice from one matter to another. Can this be done?
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Carolyn Byrne (Customer) asked a question.
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Hello Carolyn, you will need to reverse the invoice first and then determine how to proceed. If certain components of the invoice such as time and fees need to be transferred to another matter, you will be able to edit the entries to achieve that. If it is just a case of adding another client card to a matter and setting them as 'Debtor for Accounting' this is a method you might use to add that recipient's details to the existing matter. However that will depend on the relationship of the invoice recipient to the existing matter.