KCS - Is There a Way to Transfer an Invoice to a Different Matter?

Objective:

  • Change the Matter linked with a Bill
  • Associate Bills with another Matter

Environment:

  • Clio Web App

Additional Information:

Answer:

No; as the Bill will be linked with the Matter of the Activities being Billed, you would need to:

  1. Delete/Void the Bill 
  2. Edit the Activities to link them to the other Matter
  3. Create a new Bill
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