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Reassign an invoice

If an invoice cannot be processed by the current owner, it is possible to reassign that invoice as long as it does not have an Exported or Canceled status. In order to reassign an invoice, you must first perform an invoice search.

You can reassign an invoice by following these steps.

  1. Perform a search that returns the invoice that needs reassigned.
  2. Select an invoice from the search results table and then click from the Summary to reassign the invoice.

    The Reassign Invoice window is displayed.

  3. In the Reassign Invoice window, select a user from the drop-down list or use the search option to find and select a user.
  4. Enter a Comment that explains why you are reassigning the invoice.
  5. Click OK.

    The window closes, a success or error message is displayed. If successful, the invoice is reassigned to the selected user with the supplied comment.

    If a failure message is displayed, go back, review your selections, and try again.