Editing an Existing Invoice

Invoices can be modified from nearly all modules or tabs within Corpay Complete. The only requirement is access to the Edit Invoice button, found on the Invoice Details page, or the Edit icon, located in the Action column of a table. In this article, you will learn how to edit an invoice from two frequently used modules.

NOTE: The visibility of pages and information in Corpay Complete is based on roles assigned to users by a company as well as company configuration. As a result, some pages and information may not be visible to you or may only be available in a view only format.

Editing an Invoice from the Processing Invoices Tab

To edit an invoice from the Processing Invoices tab:

1. Log in to Corpay Complete.
2. Select the Invoices menu item from the left-side navigation pane.

3. Select the Processing Invoices tab if it is not already selected.

4. Click the Toggle Filter  icon to enable invoice searches in the Processing Invoices table.

5. In the Processing Invoices table, search for an invoice by Number, PO Number(s), Vendor, Due Status, Amount, or Status. In the following example, the user searched for an invoice by entering a partial number in the Number filter field.

6. Select the Edit  icon in the Action column.
7. Update the invoice on the Edit Invoice dialog and then click the Submit button.

Editing an Invoice from the Payments Tab

1. Select the Payments menu item from the left-side navigation pane.

2. Select the Payments tab.

3. Ensure the Toggle Filter  icon is selected to enable searching in the Payments table.
4. In the Payments table, enter the invoice number in the Invoices filter field.

5. In the Payments table, select the Payment Number or View  icon.
6. On the Payment Details page, select the Invoice Number from the Invoices tab.

7. On the Invoice Details page, select the Edit Invoice button.

8. Update the invoice on the Edit Invoice dialog and then click the Submit button.