How do I re-assign the invoice for a document set to someone else?

By default, the person who starts a document set will be responsible for its invoice, but you can re-assign the invoice to someone else. 

This article will cover:

• How to re-assign the invoice to someone else
• What the assignee will see

How to re-assign the invoice to someone else

1. Click Dashboard and select the document set.

2. Open the More (···) menu and select Manage Invoice from the dropdown menu.

3. Click someone else and enter the email address of the person you want to re-assign the invoice to. Then click Reassign Invoice. This will send the assignee an email asking them to accept your invoice assignment.

What the assignee will see

1. The assignee will receive an email requesting that they accept the invoice assignment. 

2. Clicking Get Started will take the assignee to a confirmation page, where they can see the cost of the document set. If they don’t already have a Clerky account, they will be invited to create one. Once they click Accept Request, the invoice will be reassigned to them and they will be taken to the document set.