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How to Remove an Invoice Reference on Case Card

  • Updated

To remove 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 'X'-icon (1.png) next to the name to remove an invoice reference.

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Once you have removed 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 remove an Invoice Reference.