Edit or Cancel Invoice Proposal | Scribe

    Edit or Cancel Invoice Proposal

    • Andrea Jaroslawski |
    • 0 step |
    • 51 seconds
    - You can find Invoice Proposals by navigating to the **Customer Invoice Proposal Workspace** or by accessing **Financials > Customer Invoices** tab on the project record - In order to edit or cancel, you must navigate to the Invoice Proposal (CINV) record

    Edit an Invoice Proposal

    - On the Invoice Proposal record, click [[...]]
    - Hover over [[Customer Invoice Proposal]] - Click [[Edit]]
    - On the [[Invoice Header]] tab, you can edit the following fields - Invoice Date - Invoice Type - Bill-To Address / Contact - PO Number - Invoice Memo
    - The [[Invoice Lines]] tab simply displays the invoice lines, no edit features
    - The [[Project Transactions]] tab has editing features similar to Manage Project Billing Transactions, with the exception of **Project Transfer**
    To send a transaction line back to MPBT, select the transaction and change the status to Awaiting Review, On Hold, or Do Not Bill.
    - Click [[Submit]] if all changes are complete and the invoice proposal is ready for PM review/approval **OR** - Click [[Save and Refresh]] to save current changes and continue editing at a later time

    Cancel Single Invoice Proposal

    - Once an invoice proposal is canceled, it cannot be undone - There will be no record of the canceled invoice proposal
    - On the Invoice Proposal record, click [[...]]
    - Hover over [[Customer Invoice Proposal]] - Click [[Cancel]]
    - Click [[OK]]
    - The Invoice Proposal will display a [[Canceled]] status - All transactions are released to MPBT module

    Cancel Multiple Invoice Proposals

    - Navigate to the [[Customer Invoice Proposal Workspace]] - Select Invoice Proposals you wish to cancel
    - Navigate to the Customer [[Invoice Proposal Workspace]] - Select Invoice Proposals you wish to cancel
    - Click [[...]] at the bottom of the page
    - Click [[Cancel Proposal]]
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