Edit invoices

Sometimes the contractor identifies problems with the submitted invoice that must be corrected. When the contractor identifies errors, they decline the invoice, and the Vendor invoice submission page shows the Record status for the invoice as Declined.

Step by Step — Recall and edit an invoice

Summary: Recall an invoice when you want to edit it and resubmit it to the contractor for payment.

Considerations: You can edit invoices with the Record status Declined or Pending. You cannot edit an invoice with the Record status Received.

Quick steps:

  1. From the Vendor contract summary page grid, click the invoice number of the invoice you want to correct. The Edit invoice dialog box opens.

  2. Scroll to the bottom of the dialog box, and then click the Recall button. The fields become editable, and the button name changes to Submit. The Record status in the Invoices grid changes to Recalled. The invoice is also removed from the contractor's invoice list.

  3. Update the information as needed, and then click the Submit button. The invoice is sent to the contractor, and the Record status of the invoice changes to Pending.