Sometimes you need to edit an invoice — for example, if you've missed a short delivery or a replacement item was sent free of charge. This article explains how to make these changes step-by-step.
Step-by-Step Guide
1. Click the shopping cart icon on the left-hand side of the screen.
2. Click on the "Invoices" tab at the top to open the invoices list.
3. Find the invoice you want to edit. You can search by invoice number, choose a supplier, or change the date filter to help narrow your search.
4. Click on the invoice to open it and click on the item you want to edit.
If an item was missing from the original invoice, click "Add Items" instead to add it.
5. On this screen, you can change:
Received quantity – update this to match the invoice.
Invoice quantity – update this to match the invoice.
Tax rate and/or price – update either of these for the item.
6. Once you've made your changes, click the "Save" button at the bottom of the screen.
Your edited invoice is now ready to be approved and exported for reconciliation.
Top Tips!
Sort the table quickly: Click on any column title to sort the entire table. For example, you can sort to show unapproved invoices or invoices without attachments first.
Save time with Bulk Actions: Use Bulk Actions to edit or approve multiple invoices at once, rather than updating them one by one.
