How do I edit an invoice which has already been uploaded?
Overview
You can edit an invoice which has already been uploaded by selecting the edit button from the dashboard, updating the relevant details and then selecting Submit.
Edits by a Seller
Sellers will only be able to edit invoices which have not yet been confirmed by a Payer.
If the invoice is rejected by the Payer or Fund Manager it will then be available for editing.
Edits by a fund manager
If the Fund Manager edits a True Sale invoice which has already been confirmed,it will be returned to the Payer for confirmation, and then the approval process will recommence.
If the Fund Manager edits a prepayment invoice then the invoice will be returned to the Fund Manager’s confirmation (maker) queue.
Edits by a Payer
A Payer cannot update an invoice which has already been uploaded.
If an invoice is rejected by a Fund Manager under a True Sale structure it will be sent back to the Seller. It will then follow the usual approval process.
Step by Step instructions
Navigate to your dashboard and select the edit button
Update the relevant details in the pop up box and select submit
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