User Level: Admin
Est. time of Setup: 10 Mins
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Invoice Editing and Tools
After invoice processing, you can verify the invoice details and make edits if necessary.
Navigate to the Invoices page, Select the invoice.
Select Edit to make changes.
Click Save Changes when finished
Click More on the top right
Select Merge Invoices from the More Dropdown
Merge Mode will allow you to combine Invoices or Multiple Pages
Flagging an Invoice
When viewing an invoice, click more or history. Click Flag Invoice
You could flag an invoice because the goods listed in the invoice were not delivered. This will allow you to mention any user within your team to review (simply use "@" followed by their name).
Flagging Plate IQ Support
If you need assistance from Support on an Invoice, simply use "@support(Plate IQ)" followed by a quick note. This will create a ticket on our end with Invoice details.
Invoice Audit History
View a timeline of Invoice actions