Based on your user entitlements, you are able to modify certain fields and transaction data on non-finalized invoices. Once the invoice has been finalized, it can no longer be edited or deleted.


Parties Responsible for Process

  • Accounting

    • AR/Invoicing

Steps

Edit Original Invoices

Edit Invoice Details

  1. Navigate to the Invoice List.

  2. Open an original invoice by clicking on the invoice number.

  3. Select the Edit tab.

  4. Update the invoice information as necessary.

  5. Select Save to confirm your changes.

Edit Line Item Descriptions

  1. From the invoice Details tab, locate the Line Items section.

    Select the Edit icon next to the invoice line and click Edit Line Description.

    In the Edit Line Item slideout, enter a new Description and Comment.

    Select Save to return to the Invoice.

    Select Save again to confirm your changes.

Edit Credit Invoices

Credit Invoices can be updated in the same fashion as original invoices; however, the fields available under the Edit tab are limited to the Remit Instructions and Invoice Statement Date.