Depending on the scenario, you may need to update your invoice due to incorrect information input, or you may need to update and resubmit the invoice if your customer has rejected your initial invoice submittal. In either case, you will follow the same steps:
Step 1
The first step will be to locate the invoice that you need to update and/or resubmit.
Step 2
Once you have located the invoice that you wish to update and/or resubmit, click on the Invoice ID to open the Invoice Details.
Step 3
From here, locate the Edit button in the top right corner of the page.
Step 4
Make any and all required changes, including uploading a new invoice attachment (if required), and once complete, click the Save button at the bottom of the page. Once clicked, the Invoice will be resent for approval.
Step 5
Once your invoice is correct, please press the "Resubmit" button to resend it to your client for approval:
It is important to note that simply re-uploading the invoice will not suffice; you must use the "Resubmit" button to ensure the invoice is reconsidered for approval.