Modify an Invoice

You can edit an invoice before it has been submitted to the client for approval. Complete the following procedure to modify your invoice.

1. Search for the invoice to modify. Click on the Invoice Number. The Invoice Preview screen opens.
2. On the Invoice Preview screen, review the invoice for any errors.
3. Click the Edit Header link to open the Header screen and make changes to the Header section of the invoice.
4. Click the Edit Line Items link to open the Line Items screen. Click the pencil icon for the individual line item to edit. The line item information is displayed at the top of the screen.
5. Click the Edit Taxes & Discounts link to open the Taxes & Discounts screen and make adjustments to the Taxes & Discounts section of the invoice
6. Click Save. The Invoice Preview screen is re-displayed.

Note: For information about taxes, see How do I add taxes to line items in an invoice?.

For Resubmitting a rejected invoice: 

A Resubmit button is now available directly on the invoice record page for manual invoices in Rejected status. Clicking it creates a new invoice pre-populated with the rejected invoice's data and takes you to Step 1 (Header) of invoice creation.

The button is hidden when:

• The rejected invoice already has a linked resubmission (you'll see a message naming the existing resubmission instead).
• The invoice is a rejected appeal invoice (appeals use a separate workflow).

Note: If the original invoice was auto-rejected by a rule before syncing to TeamConnect, the resubmission still proceeds normally, but no TeamConnect invoice link will be available.

See also Preview and Submit an Invoice for editing or removing the original invoice link via Edit Original Invoice.