🌐 Web 📱Mobile | 👤 Submitter, Invoice processor
Once an invoice has been submitted, you can track it throughout its approval process. While the invoice is being approved or reviewed, you cannot edit any details. To edit an invoice, you must recall it. Alternatively, the approver must send it back to the submitter.
You can only recall invoices that display one of the following statuses: In approval, In review, and Ready for export.
✏️ Note
As an invoice processor, you can recall an invoice during the approval process and sent it back to the submitter.
💡 Tip
As an invoice processor, if you go to Invoice processor > Invoices > All invoices tab, you see an overview of all invoices that have been captured in your company. You can use the filters to find the invoice quicker.
Recall an invoice
Once you’ve found the invoice you want to recall, click on it and in the top right corner of the invoice, click Recall.
Submitters can find the invoice in the My tasks > Invoices menu or the Submitter > Invoices menu with the status Draft.
For invoice processors, the invoice appears with the Draft status in the Invoice Processor > Invoices, in the Invoice inbox tab.
The invoice can now be edited and re-submitted.
Send back an invoice
Invoice approvers can send back an invoice for revision. Unlike recalling an invoice, this changes the status of the invoice to Needs revision.
To do this, locate the invoice in the Manager > Approvals and select the Invoices tab.
In the top right corner of the invoice detail view, click Send back.
Enter a reason for sending the invoice back for review. The action is logged in the History tab of the invoice, together with the specific comments.
