Why would I want to change the document type?
For example, if a document has been sent to your company's Send & Scan address for receipts but should have been added as an invoice, or if you want to post an already paid invoice as a receipt, you can easily change the document type.
How do I change the document type?
1. Find the document whose type you want to change in Bill Pay, and click the button next to Document type (where the document's current type is shown):
2. When you click the document type you want, you are asked to confirm your choice once more. Click Yes, I am sure to confirm.
And that's it — the document type has been changed! 🙌
❓ FAQ
Which document types can I change to?
Invoice: | Can be changed to a credit note and to a receipt, as long as the invoice has not been approved. |
Receipt: | Can be changed to a credit note. |
Credit note: | Can be changed to an invoice and a receipt. |
Can I change the document type more than once?
Yes, within the limits described in the table above.