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