Onit Documentation

Copying an Invoice in Counsel Exchange (Unity)

by Michael Nadeau Updated on

Here's how to copy an invoice in Counsel Exchange:

  1. After logging in with the standard client view, click on "Invoices" and then "Invoices List."
  2. Click on the invoice you'd like to copy.

     

  3. The "Invoice Details" screen will appear. Click on "Copy" in the upper-right-hand corner. 

     

    1. The Copy Invoice screen will appear.

      You'll have to fill in a New Invoice Number. Click on Copy Invoice to copy the invoice or Cancel to back out. 

    2. The new invoice will appear in a Draft status on your screen.

      Fill out the rest of the invoice as you normally would.

       

     

 

Previous Article Matter File Sharing Updates Permissions in Counsel Exchange (Unity)

Counsel Exchange for Unity User Guide

Counsel Exchange for Unity User Guide 21

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