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Moving an Invoice from One Client to Another

To move an invoice within the TMS platform, please follow these steps:

1) Select "Clients"

Locate the Client

Locate the Client

1) Search for the desired client

2) Select either the client's First or Last name

Find the Desired Invoice

1) Click "Billing"

2) Click "Invoices"

3) Click the edit pencil

Change the Invoice Owner

1) Click "Change" to the right of "Bill To:"

Assign to Another Client

1) Type in the desired client's name

2) Click "Submit"

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