Upon creating an Invoices Record in Onit, all allocations added to the parent Matter Record will be automatically duplicated to become children of the Invoices Record.

Using the default configuration, changes made to allocations on a Matter Record do not affect allocations assigned to existing Invoices Records. In other words, if an end-user adds, deletes, or modifies allocations while viewing a matter, those changes will not apply to allocations assigned to any existing invoices – those changes will only apply to future invoices that have yet to be submitted.