Invoices are traditionally important commercial documents used by buyers and sellers of goods and services.
If you need to edit the already created and Approved Invoice document in Precoro, you can do it by using the Revise and Edit Invoice buttons on the right action panel.
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Editing Items with Revise Button
Using the Revise button, you can edit, add or delete any information in item rows.
Revision can be done by either the Invoice’s Initiator or one of the Approvers.
After making the changes, you can either Confirm or Confirm and Restart Approval (manually if needed). Please consult this article to learn more about what changes will trigger the document re-approval process.
Using the Edit Invoice Button for Document Fields
By using the Edit Invoice button, you will be able to edit the document fields available to you. Please note that you can use this button without taking the document In Revision.
Also, consult this article to learn what changes will trigger the document re-approval process. In case you have changed the fields that trigger re-approval, the document will obtain Pending Status, and the whole Approval Workflow will be launched once again.
Please note the following:
- If no changes were made when editing, the document will not be sent for approval again.
- Changes of Items Custom Fields will not trigger the re-approval of the document if the Budget lines remain the same.
- Changes of Items Custom Fields will not trigger the re-approval if the document’s budget does not include any Items Custom Fields.
- If the Invoice was created from a Purchase Order, the Purchase Order will be matched according to the changes you have implemented.
Please learn more about How to Create an Invoice from a Purchase Order and Match it in the corresponding article.