Changing payables invoice templates

Unreleased expense invoices can be changed from the current template to other invoice templates. Use this procedure to change the invoice template.

  1. Select Manage Invoices.
  2. On the Unsubmitted tab, open an unreleased invoice record.
  3. Select All Actions Menu > Change Template.
  4. Select whether to change the current template to any of these options:
    • Basic
    • Tax Invoice
    • Match Invoice
    • Service Contract
    • Freight
  5. If you select Match Invoice, then you must specify a purchase order.
  6. If you select Service Contract, then you must specify a service contract.
  7. Select the Keep Distributions check box if the invoice is changed from Match Invoice to Basic invoice.
  8. Click Save.