Helpdesk

Invoices may need to be balanced if the total and/or tax lines don't add up to the subtotal. The total and tax amounts are reported as shown on the in...

Deletes or Edits cannot be made to invoices are marked as exported or marked as paid. When trying to delete an invoice, you may see the alert below. ...

Occasionally we encounter invoices that have a tax amount but it's unclear which items should be taxed. Also, any invoice with a tax amount needs at le...

You are able to make 2 different edits to your invoices. You can edit the header and/or the line items. To edit the header: Navigate to the invoice...

Plate IQ is able to store all of your documents. You are able to edit the document type. Navigate to the invoice. Click Edit on the invoice hea...

We will flag potential duplicate invoices within Plate IQ. You will need to resolve these duplicates. Navigate to the Invoices tab. On the lef...