Prerequisites
Ensure you have permission to view and edit/change invoices.
Make sure you are on the "Standard" side of ProcureDesk.
Step-by-Step Instructions
Step 1: Open the Invoice
Click on the Invoice # to open it.
Step 2: Change the Invoice
Click on Actions and select Change Invoice.
Step 3: Make Changes and Update
Make the necessary changes and click Update.
Step 4: Verify changes in the Accounting System
The changed invoice will automatically get updated on your ERP system. Check the bill/invoice on your ERP system for the changes.
FAQs and Troubleshooting
I don't see the "Change Invoice" option. What should I do?
Ensure you have the required permissions. Contact the company's administrator to verify your access or ProcureDesk Support for assistance.
What happens if the invoice is not synced with the accounting system?
The changes will not be reflected in your accounting system. Make sure to click "Send for Integration" after updating the invoice.