Invoice Editing and Tools

User Level: Admin

Est. time of Setup: 10 Mins

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Invoice Editing and Tools

After invoice processing, you can verify the invoice details and make edits if necessary. 

Navigate to the Invoices page, Select the invoice.

Select Edit to make changes.

Click Save Changes when finished

Invoice Tools

Click More on the top right

Merging Invoices

Select Merge Invoices from the More Dropdown

Merge Mode will allow you to combine Invoices or Multiple Pages

Flagging an Invoice

When viewing an invoice, click more or history. Click Flag Invoice

Flagging Internally

You could flag an invoice because the goods listed in the invoice were not delivered. This will allow you to mention any user within your team to review (simply use "@" followed by their name).

Flagging Plate IQ Support

If you need assistance from Support on an Invoice, simply use "@support(Plate IQ)" followed by a quick note. This will create a ticket on our end with Invoice details.

Invoice Audit History

View a timeline of Invoice actions