You can edit any
invoice that has not been paid. This includes invoices with a Status of
“Unpaid” and invoices with a Status of “Past Due.” It does not include
invoices that have been partially paid (status = “Paid (partial)” or status
= “Past Due” where invoice Amount is
greater than invoice Balance.)
NOTE: You can edit an individual invoice
generated by an invoice schedule if it is unpaid. Any changes you make
to the individual invoice will not affect the schedule or any subsequent
invoices generated by it.
When an invoice can be edited, you will see the “Edit invoice” link under the Action button. The link will not be visible when the function is unavailable.
Follow the steps below to edit an unpaid invoice:
Locate the invoice in the Invoices table, and click the Action button, then click the “Edit invoice” link.
The invoice will open in edit mode. You can
make changes to any sections of the invoice except the Invoice
date and Invoice number.
(See Entering
One-time Invoices above for descriptions of all invoice
sections.)
NOTE: You can change the invoice Due Date
to any date—either past or future.
NOTE: If you have percentage-based incentives and penalties and
you change the invoice amount, those values will adjust as well. Additionally,
incentive and penalty trigger dates will change if you change the
invoice Due
Date.
When you are done making changes click the “save and re-send” button to save your changes and send the revised invoice to your customer. (Click the “cancel” button to discard the changes.)
When you do this, the Select Invoice send options screen opens so you can review send settings.
Click the “send
invoice” button to confirm that you want to send the invoice via email
.
NOTE: The system forces you to the send
options screen when you save a change. However, If you click the “cancel”
button on the Select
invoice send options screen
you are returned to the edit
invoice screen and your
changes are saved, even though you cancelled the re-send. You can
then leave the edit
invoice screen without further
changing or saving the invoice.
The system will then display the manage invoices screen, with a success message at the top, and the invoice you just edited at the top of the table.
The invoice re-sent to your customer, as well as all other invoice views, will include a Revised Invoice Date field. This field indicates to your customer that changes have been made to the invoice. If you make multiple changes to an invoice, the Revised Invoice Date field will display the date of the most recent change.
