How Do I Edit an Invoice?
When you need to Edit an invoice it must be in the Approved, Pending, or Rejected status. If it is not in an editable status, please reach out to your carrier partner. If in the proper status follow the steps below:
- On the Dashboard in the invoice container, select the invoice you wish to edit.
- After the invoice is selected, click the Edit button.
The Edit feature allows the user to:
- Edit the Assignment Type
- Edit the Assignment Name
- Edit the Adjuster First and Last Name
- Edit any Units of Measure
- Edit any Flat Fees
- Edit Additional Expenses
- Edit Fee Deductions
- Leave Comments
- Attach files