Overview
Reverting an invoice to draft lets you make edits to an invoice that has already been submitted for approval. This is useful when you need to modify an invoice that's no longer in draft status.
Important: Reverting an invoice to draft can impact other invoices with later end dates. Any invoice created with an end date after the one being reverted may also be reverted to draft. A warning message lists the affected invoices before the revert is confirmed.
Prerequisites
The invoice must be in Pending Internal Approval, Internally Approved (but not yet sent to the client), or Internally Rejected status.
You must be the active Approver on the current approval step. If you are not, see "Not an Active Approver" below.
Process
Revert an invoice to draft
Open the invoice.
Click the three-dot menu at the top right and select Reject.
Click Revert to Draft in the top right.
To edit, click the three-dot menu again and select Edit Invoice.
Not an active approver
If you need to revert an invoice in Pending Internal Approval status but you are not the current Approver, use the Override Approver function:
Open the invoice and go to the Approvals tab.
Click Override Approver.
Assign a new approver (typically yourself).
Once you are the active Approver, follow the steps above to revert.
Why Can't I Revert Some Invoices?
On-system invoices — invoices between two workspaces both using INGENIOUS.BUILD — have additional restrictions. A user cannot unilaterally revert an on-system invoice that has already been paid, since this would affect another company's records. Contact support if you need to revert an invoice in this state.