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How to Add an Invoice Reference on Case Card

  • Updated

To add an invoice reference on the Case Card, head over to the Case Card, Details-view, under the Payer section. 

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Click on the Invoice Reference drop-down dialogue. 

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When you click on the drop-down dialogue, a list of client contacts will appear, select any client contacts you want to add as an invoice reference by clicking on the name.

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For more information on how to add a Client Contact, click here. 

 

Once you have selected an invoice reference, it will appear as below.

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Note:

1. Ensure that you are either a Client Manager, a user with 'Assistant'-role, or 'Administrator'-right to be able to add an Invoice Reference.