Line Items from Invoices can be retracted back to the invoice submitter as In-Progress, where they can edit and resubmit them for an approval. Employees will always have access to retract their own line item; a Void Transactions permission can be given to the user to retract others' in the company.
Please Note: Once company credit card charges are exported, it cannot be retracted.
This article will show you how to retract an invoice.
Step 1: Go to the Invoices tab.
Step 2: Under the Invoices section, click Manage Invoices.
Step 3: This is the Manage Transactions page. You can search your Invoices by.
- Invoice Number
- Vendor
- Product Description / SKU
- Amount
- Date Range
Step 4: Enter your search terms and click Search.
Step 5: The search result will appear below. To retract an invoice, click Retract.
Step 6: Click the checkboxes to the left of the line items to select them to retract.
Step 7: Enter a Comments field. This is a required field to retract the invoice.
Step 8: Click Retract Invoice.
Step 9: A confirmation message will appear.
