How to change the matter for an existing invoice?

Watch the steps. (20 Secs)

Or, follow the steps below:

1. Logon to Legalxgen
2. Go to Accounts >> Invoices
3. Identify the invoice which for which you wish to change the matter. Click on Invoice No
4. In the Invoice View click on Edit on the top right.
5. Click on ‘change’ button present next to matter drop down.
6. In the window select the new client.
7. Click Save button to update the client information for this invoice.