Adding Invoice Allocations

by Christina Moore Updated May 20, 2020

Upon creation of an Invoices Record in Onit, all allocations that have been 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 have no effect on 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 that are assigned to any existing invoices – those changes will only apply to future invoices that have yet to be submitted.

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