How to Adjust and Resubmit Invoices and Proposals

After a Proposal or Invoice is submitted, adjustments may need to be made if the incorrect information was added, or if the customer has rejected the Proposal or Invoice.

  • An Invoice can be adjusted up until the Customer approval.
  • A Proposal can be adjusted until it has been invoiced.

 

The following steps will walk you through how to make adjustments and resubmit the Proposal/Invoice:

  • Step 1: Navigate to your “Manage Invoices” or “Proposals” module. Then, select the Invoice/Proposal ID you wish to edit.

  • Step 2: Click the “Edit” button  at the top of the Invoice or Proposal page. After making your required changes, click “Submit” to send the Invoice/Proposal out to your customer for approval.

 

Please see attached guides for more information

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