What Are We Trying to Accomplish?
*Changes are coming. Keep reading for sneak peak of Invoice Automation updates at the end of this article.
Invoices that have been voided will be archived and appear under your Voided tab. You will not be able to un-void or cancel a void once you have voided an invoice.
Please keep in mind that when you reupload an invoice in the Invoice Automation Platform, it will automatically void the invoice and treat the new upload as the most recent record. This is due to our system ensuring we do not create duplicate records of the same invoice number.
Where Can I See It?
This tab will show you all voided items in the application. You can access the view by clicking on "Other Statuses" and then clicking on "Voided".
What Can I Do?
Download - Downloads all of the invoices that you have selected
- Show Me How - Downloading Invoices from Views
View File - Views the invoice and the upload time and date
- Show Me How - View File Action from Views
History - Views the invoice or order line history from the moment it syncs into the platform until the invoice is paid
- Show Me How - View History for an Invoice Action from Views
Upload File - Uploads documents to attach to invoice record
- Show Me How - Upload File to Invoice Action from Views
Add a Note - Allows you to add a note to the record
- Show Me How - Add Note to Invoice Action from Views
**Coming Soon**
The Voided tab will soon appear alongside all workflow statuses.
What Can I Do?
Upload Attachment - Uploads documents to attach to invoice record
- Show Me How - Upload File to Invoice Action from Views
Reupload Invoice - Enables accountants to reupload invoices that may have incorrect data and require a new invoice.
Add a Note - Allows you to add a note to the record
- Show Me How - Add Note to Invoice Action from Views
View/Download - Downloads all of the invoices that you have selected
- Show Me How - Downloading Invoices from Views
- Show Me How - View File Action from Views
History - Views the invoice or order line history from the moment it syncs into the platform until the invoice is paid
- Show Me How - View History for an Invoice Action from Views
The History action will be changing to allow users to easily view the history of an invoice or invoice line.
1. Scroll all the dashboard all the way to the right until the History column appears.
2. Simply click view to navigate to a new page with the invoice history or the invoice line history.
Keep Learning
Understanding the Reupload Invoice Action