How do I locate and edit a draft invoice?

Once you’ve created an invoice and successfully clicked the ‘Save’ button, the document is stored as a Draft Invoice.

In order for an invoice to be submitted, it must meet all validation checks to be submitted successfully.

For Draft documents, you will be able to view an error log on the invoice screen that draws your attention to the items that need to be added or resolved.

To edit a Draft invoice, locate the invoice number with one of these options:

1. Click Search and use the Quick Search option to enter the Invoice number in the ‘Doc #’ field and click ‘Go’.
2. Click the ‘Draft’ link found under the Invoices section on the Left Navigation Pane and locate the document number.
3. Click the List Draft Invoices link in the Activity Center on the home page and follow these steps:

• Click the invoice number to view details.
• Click ‘Edit’ above the header to edit the invoice to be submitted OR click ‘delete’ if you want to remove it permanently.
• Make changes as needed and review to ensure accuracy.
• Click ‘Save’ at the header level or below the document total amount.
• Click the ‘Submit’ button above the header or below the total amount to submit your invoice to your buyer.

Note: Once the document is submitted, you will not be able to modify it. Please review the document before you submit it to avoid potential errors.