Change the vendor on an invoice

Follow

Audience: Accounting Manager

Summary: Reviews how to change vendor information on an invoice.

How to change the vendor information

1. Open up the invoice by going to Invoices and clicking into the invoice you need to change. You can also find it from the Search tab.  

2. Click on Edit Vendor.

Screen_Shot_2019-03-04_at_12.10.04_PM.png

 3. Click on Continue Editing.

Screen_Shot_2019-03-04_at_12.11.34_PM.png

4. Start typing the name of the new vendor until the vendor pops up as a selectable option. If the vendor does not appear, make sure the vendor is in your accounting package. If it is not, add it and wait for it to sync over to MineralTree. 

Screen_Shot_2019-03-04_at_12.13.50_PM.png

5. Press Save. 

 

 

 

0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.