Editing invoices

Create invoices and change the status to move invoices through development to Accounts Payable.


  1. Select Financials > Invoices and select the invoice that you want to edit.

    Depending on the status and owner of the invoice, either the My Active Invoices view or the All Invoices view displays.

  2. Optional: If your invoice is not in Draft state, click the Change Status menu and select Re-draft.
  3. Edit the fields on the Invoice page as needed.

    For more information, see New Invoice page.

  4. Add or edit line items.

    For more information, see Adding and editing invoice line items.

    Note: You must add line items to move the invoice out of Draft state, mark it as Paid, and roll up the expenses.
  5. Save your changes.