How to Modify the Billing Contact / Statement of Account in an Invoice

To update the billing contact on an existing invoice, please follow these steps:

1. Click the ellipsis button beside the Billing Contact section.

2. When prompted, click Yes to confirm the change.

3. Select the desired contact from either the Client Contact or Matter Contact section.

4. If you also want this contact to be used for the Statement of Account, click Yes when prompted.

5. The new billing contact should now appear on the invoice.