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Editing Populated Invoice Information

Editing invoice data after it has been populated by the AI to ensure that the data is correct for continued processing plus better capture.

Zack Beveridge avatar
Written by Zack Beveridge
Updated over a year ago

This guide provides a walkthrough on editing invoice information.

Step 1: Locate the invoice details on the left side of the screen. Select the information that needs editing.

Step 2: Add or modify billing periods and adjust the amount as necessary.

Note: The system should auto-populate all of the information.

Step 3: Optionally, add an order ID and due date.

Step 4: Manage the list of approvers. Add or remove approvers as needed.

Step 5: Click submit to send the edited invoice.

This concludes the guide on editing invoice information.

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