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This article applies to:

  • Product: ONESOURCE Global Trade
  • Sub-Product: IMMEX

Edit an Existing Invoice

Any invoice in the “
Work With Invoices
” screen can be edited, provided it has not been closed. Edits can be used to make changes to a transaction or its related information. To edit an invoice,
choose an (open) invoice from the “
Work With Invoices
” grid and hover the cursor over the downward facing arrow in the second leftmost column.
  1. A menu will appear.
    Select Edit
     Invoice to open the
    Edit Invoice
     pop-up, where you can update the Invoice Header and Product Data as needed.
Within the “
Open Invoice
” pop-up, you can edit both the Invoice Header (which includes information like invoice number, date, and customer details) and Product Data (items listed on the invoice).
  1. Once you've made the necessary adjustments, click “
    Save
    ”.
After saving, the system will re-validate the updated invoice automatically. This ensures that any modifications comply with the required criteria.
important
certain fields will not request a new prevalidation process upon updating. This means that despite editing these fields, their statuses will remain unchanged. These fields include:
  • Addional Carrier Info.
  • Driver Name
  • Truck Licence Number
  • Trailer Licence Number
  • US SCAC Code
  • MX SCAC Code
  • Invoice Reference
  • Manifest Description
  • Quantity
  • Weight
  • Quantity Unit
  • Weight Unit
  • Container Type
  • Sealed By
  • Seal Number a
  • Seal Number 2
  • Seal Number 3
  • Export Port
  • Customs Location
important
changes applied to items of the invoice will request a new prevalidation if this process was done previously (the behavior was preserved due to the impacts to the other steps).

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