Editing Invoice Number

To update an invoice number on the Exported Records page:

  1. Navigate to the Integration Home Page
  2. Select the Exported Records tab.
  3. Select the invoice you want to edit and select the Gear menu > Edit Invoice Number.

    The Edit Invoice Number dialog box displays.

  4. In the Edit Invoice Number box, enter a new invoice number.
  5. Enter a comment.
  6. Select Save.

    The new invoice number is saved and will be updated on the Exported Records page when the invoice is re-exported.

    Notes:The system tracks the name of the last user who changed the invoice number and the time of the change.