How to resubmit a Declined Invoice?
If an invoice contains missing or inaccurate details, the Shipper has the ability to decline it. In such instances, notifications will be sent to the Provider Team, prompting users to resubmit the invoice with the required corrections.
Go to the Invoices module to validate the summary of the declined invoices, which will be displayed at the top of the screen, and click on the Resubmit button to edit the information.
Open the invoice to be corrected, and you can review the comments the shipper highlights about the declined invoice.
Once the information has been corrected, you can submit the invoice again for review.
How to remove an invoice?
If you have invoices that do not need to be processed, such as mistakenly uploaded invoices, duplicate invoices, or draft invoices, you have the option to remove them.
Open the invoice and click on the red Remove button.
If you mistakenly delete an invoice, you have the option to undo this action.
Click on the red Revert Removal button to undo the removal action.
Handling Duplicate or Draft Invoices
If you notice duplicate or draft invoices under the "Unsubmitted" section after an invoice has already been approved, follow these steps to remove them:
Open the shipment or reference where the duplicate or draft invoices appear.
Go to the Billing tab.
Identify the draft invoice(s) listed alongside the approved invoice.
Select each draft invoice and click the "Remove" button. Once removed, these invoices will disappear from the "Unsubmitted" or "Pending Submission" view. This helps maintain a clean and accurate invoice list.
