If the invoice has already been printed or sent you may still need to change the payer on the invoice. Sometimes this is necessary when the customer informs you about the need to print the invoice for another department only after receiving the invoice.

To change the payer, follow these steps:

1. Cancel the invoice where the payer should be changed.
2. Go to the preliminary invoice and, if no other changes are required, mark it as approved.
3. In the Payers folder of the preliminary invoice, select the Change Payer function on the ribbon.
   
   
4. The software opens a new payer window where you can select any customer defined as a payer on the matter. If the matter doesn’t have any other payers, the software informs that there are no payers that can be selected. In this case, open the matter and first add the customer as a matter party with the payer role after which you can select the customer as a payer for the preliminary invoice.
5. The software will add the new payer as a party to the matter and ask if you want to move the payer percentage from the old payer to the new one:
   
6. The new payer will be added to the preliminary invoice and the old payer removed from the preliminary invoice. NOTE! If it’s set in the business unit parameters that all customer identifications must be done before an invoice can be created, you need to complete the customer identification for the new payer before creating the invoice.
7. Create the invoice again by selecting “Create Invoice” on the ribbon.

This function can be used even in the case where a matter has multiple payers and only one payer needs to be changed. In that case:

1. Cancel the specific invoice
2. Open the preliminary invoice, and approve it. 
3. Go to the Payer folder of the preliminary invoice where the Change Payer button will be active only for payers whose invoice has been cancelled. 
4. Change the payer. 
5. Create a new invoice for that specific payer by selecting the payer and “Create Invoice” on the ribbon.