Can I Edit a Submitted Proforma Invoice Request?

Find out whether a submitted proforma invoice request can be changed, and what your options are depending on the request's approval status.

Answer

No. You can't edit a proforma invoice request after you submit it.

What you can do depends on the current status of the request:

"Pending approval": cancel the request and submit a new one with the correct details. To cancel, click Cancel next to the request in the Proforma Invoices list.
"Auto-approved" or "Approved": you can no longer cancel the request. Contact CommPeak Support to request an amendment.

👍
TIP
Always use the Preview document option before submitting. This helps catch errors before the request is processed.

Updated 2 days ago