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Step 3: Associate a Matter

An invoice must be associated with at least one matter. During invoice creation, you associate the invoice with one matter.

Assign the Invoice to a Matter

When creating an invoice, you can add an additional matter towards the end of the process.

Note: The matter drop-down list only contains the matters assigned to your firm/vendor. If your matter is missing from the list, leave the drop-down list on "Required" and click Look-Up Matter. A search bar is generated, and the new drop-down list contains all matter records.

After you select a matter, click Look-up Matter.

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