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How to move an invoice from one deal to another

Open Contracts on the Customers tab.

Find the customer with the invoice to be moved, then click the arrow next to the customer name.

Click Move invoice (the two arrows at the end of the issued invoice's row) - see screenshot below.

Contracts list with a contract expanded and the Move invoice button on an issued invoice highlighted

 This will open up a window to allow you to move the invoice to a different deal in your CRM system (HubSpot, Salesforce, or Pipedrive).

Move Invoice dialog with a Move invoice to existing contract dropdown and a Move Invoice to a New Contract button

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