Reject invoice, request vendor update, move invoices to other clients/vendors, or copy invoices to clients

Invoices with errors can be rejected or sent back to the vendor for revision using the Reject button above the invoice:

  • Request Update by Vendor - sends an email to the vendor, with a reason provided by you, asking for an updated invoice. The vendor is sent a link enabling them to directly update the invoice. Once the vendor updates the invoice, its status will be changed back to New or Pending Approval as applicable.
  • Reject - rejects the invoice and emails the vendor the reason provided by you. Utility vendors are not sent an email.
  • Request Internal Update - does not send an email to the vendor, but leaves a comment provided by you. The intended use is for internal changes that do not concern the vendor.

If the invoice is correct, but the vendor has submitted it to the wrong client/vendor, you can move it by clicking the Move/Copy button and selecting Client Move or Vendor Move above the invoice. This will take you to a screen where you can select the correct destination from a dropdown menu of either all the clients registered with the vendor or all the vendors registered with the client. Once you have selected the correct destination, click Move to complete the action.

If the invoice is correct, but you would like to copy the invoice to the same client or to a different client, you can do so by clicking the Move/Copy button and selecting Client Copy. This will take you to a screen where you can select the client you would like to copy to from a dropdown menu of all the clients registered with the vendor. Once you have selected the client you wish to copy to, click Copy. If the client selected is the same as the current client, you will be redirected to a pre-filled invoice creation screen. Please make any necessary changes on this screen and click Save. If the client selected differs from the current client, the invoice will be copied to the new client without any additional steps.

Only users with EditInvoice can see the Move/Copy button. When copying or moving an invoice to a client, the user must have CreateInvoice at the targeted client.