Utility Invoice - Edit Invoice

The Utility Invoice – Edit Invoice page allows you to modify the general information stored for an existing invoice. To open this page, click the Edit Invoice link on the Utility Invoice – Invoice Details page.

If you have the appropriate security rights, you can click any of the following links at the top of the page:

• Enter Invoice – Clicking this link opens the Utility Invoice – Enter Invoice page, allowing you to enter a new invoice.

• Find Utility Invoice – Clicking this link open the Utility Invoice – Find Invoice page, allowing you to locate an existing invoice.

• View Invoice – Clicking this link opens the Utility Invoice - Invoice Details page, allowing you to view/modify invoice consumption amounts.

Since the Voucher # uniquely identifies the invoice in the system, it cannot be changed.

To edit the invoice, update any of the following fields:

1. Click the Utility Provider Select link to change the utility provider.

   Only companies configured as utility providers are included.

2. In the Invoice # field, modify the invoice number that is given by the utility provider.

3. In the Billing Period field, select the billing period the invoice covers.

   Only applicable Month/Year combinations are available.
   

4. In the Receipt Date field, enter the date when the Invoice was received from the utility provider.

5. In the Invoice Date field, enter the date of the invoice given by the utility provider.

6. In the Description field, modify any additional information relevant to the invoice.

7. To attach a document to the invoice:

   You can attach a document, for example, if you want to enter a scanned copy of the actual paper invoice received from the utility provider.

   1. Click the Browse button to locate a file to attach.

      A dialog box opens allows you to locate the file you want to attach. You can attach a file from your local hard disk or any networked drive you can access. Files should be no larger than 20MB; the larger the file, the longer it takes to access.

   2. Click UPLOAD FILE.

8. Click SAVE to save the invoice, or SAVE AND APPROVE to save it an changed the status to Approved.