How do I edit a bill?

Follow the steps to edit a bill.

To edit a bill, you must have Manage bill/document permissions.

Add or edit details about a bill, a description of the bill, payment terms, and approvers any time before the bill being paid. Once the bill is paid in full, the vendor name and bill amount will no longer be available to edit.

1. Select Bills in the navigation menu
   • If a bill is not listed, it may not be an unpaid bill
   • To see all bills, change Payment Status drop down to All
2. Select the invoice number of the bill you want to edit
   • Hover over the vendor name to see details such as payment method, payment address, pay to, payment terms, autopay setting, 1099 status, tax ID, and primary email address
3. Select Edit
4. Edit the bill information as needed
5. Select Save

Reasons you can't edit a bill

• Once the bill has a scheduled or posted payment (partial or in full), you can no longer change the vendor name or bill amount
  • You can edit the amount fields in split expenses line items to match total bill amount
• If all approvers have already approved the bill, and your approval settings do not allow edits after all approvers have approved, you can't edit
• If the bill is dated before your Books Closed Date, you can't edit the bill