--- title: How do I view, edit, or void an invoice? description: Everything you need to know about searching for, viewing, editing, or voiding invoices in ERP. --- [Skip to content](https://support.digitbridge.com/digitbridgeclientknowledgebase/how-do-i-view-edit-or-void-an-invoice#main-content) English Show submenu for translations [More support](https://support.digitbridge.com/digitbridgeclientknowledgebase/kb-tickets/new?hsLang=en) ![white-logo-db.png\]](https://support.digitbridge.com/hs-fs/hubfs/white-logo-db.png?height=50&name=white-logo-db.png) Open main navigation Close main navigation - English Show submenu for translations - [More support](https://support.digitbridge.com/digitbridgeclientknowledgebase/kb-tickets/new) - Go to digitbridge.com Go to digitbridge.com Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [DigitBridge Knowledge Base](https://support.digitbridge.com/digitbridgeclientknowledgebase?hsLang=en) 2. [Sales](https://support.digitbridge.com/digitbridgeclientknowledgebase/sales?hsLang=en) 3. [Invoice](https://support.digitbridge.com/digitbridgeclientknowledgebase/sales?hsLang=en#invoice) # How do I view, edit, or void an invoice? ## Everything you need to know about searching for, viewing, editing, or voiding invoices in ERP. Track and manage your invoices by going to the **Sales** tab on the left-hand menu and selecting **Invoice Processing.** ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Mar-27-2024-09-56-39-6746-PM.png?width=670&height=453&name=image-png-Mar-27-2024-09-56-39-6746-PM.png) This will bring you to the Invoices List. Here, you can search by various things: Invoice #, P/O #, Customer #, etc. **Click Apply** and they will appear below. ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Mar-27-2024-09-57-42-8436-PM.png?width=670&height=384&name=image-png-Mar-27-2024-09-57-42-8436-PM.png) Click one of the invoices to navigate to the Invoice Management Screen. Here you will see all the details of this invoice including the Customer, relevant dates, and Status. You can View, [Add](https://support.digitbridge.com/digitbridgeclientknowledgebase/how-do-i-manually-create-an-invoice?hsLang=en), Edit, or Void invoices. ***Note:** Best practice is not to create a new invoice from this screen as Invoices are automatically generated once a Sales Order is sent back from WMS to ERP (an action that also creates a shipment). * ### View/Edit Invoices Viewing and editing look the same here - the only difference being that the fields are grey and unclickable when in **View** mode and are white and clickable when in **Edit** mode. The next image is **View** mode. The rest of the images in this section will be taken from **Edit** mode. **Click Show More** to see more **General** information.   ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Mar-27-2024-11-26-30-1608-PM.png?width=670&height=384&name=image-png-Mar-27-2024-11-26-30-1608-PM.png) All the fields contained in the box below will appear. **Click Show Less** to revert the view back to the way it was. ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Mar-27-2024-11-49-27-1266-PM.png?width=670&height=475&name=image-png-Mar-27-2024-11-49-27-1266-PM.png) The **Lines** tab shows you all of the items on the invoice. If the invoice hasn't been paid yet, you can make inline edits here, ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Mar-28-2024-12-35-56-1166-AM.png?width=670&height=386&name=image-png-Mar-28-2024-12-35-56-1166-AM.png) Or **click the plus sign** to make further edits. ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Mar-28-2024-12-40-14-5150-AM.png?width=670&height=436&name=image-png-Mar-28-2024-12-40-14-5150-AM.png) The **Address** tab shows you where and how it’s being sent along with any relevant tracking & shipping information. You can also enter a separate billing address if it is different than the shipping address. ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Mar-28-2024-12-43-05-4578-AM.png?width=670&height=490&name=image-png-Mar-28-2024-12-43-05-4578-AM.png) The **Sales Reps** tab is where the sales rep information associated with that particular customer will go. If a customer has a sales rep assigned, it will appear automatically. You can manually add, remove, or adjust information here as well, including commission. **![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Mar-28-2024-12-46-08-2083-AM.png?width=670&height=239&name=image-png-Mar-28-2024-12-46-08-2083-AM.png)** **Activity** is a very important tab as it gives you the lifecycle of the transaction from the incoming Sales Order to Shipment to Invoice to Payment. ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Mar-28-2024-01-01-39-3452-AM.png?width=670&height=304&name=image-png-Mar-28-2024-01-01-39-3452-AM.png) **Credits** will show you all credits for this Customer (both available and already used). **Click Credit Lis**t for the full view of all credits. ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Mar-28-2024-01-04-29-9990-AM.png?width=670&height=373&name=image-png-Mar-28-2024-01-04-29-9990-AM.png) **Transactions** shows the entire transaction history of the customer. **Click Transaction List** for the full view of all transactions. ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Mar-28-2024-01-05-55-1941-AM.png?width=670&height=380&name=image-png-Mar-28-2024-01-05-55-1941-AM.png) **Attributes** will show you any attributes that were set up during your onboarding process. ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Mar-28-2024-01-06-35-1548-AM.png?width=646&height=78&name=image-png-Mar-28-2024-01-06-35-1548-AM.png) At the bottom of all of these tabs, you will see a **Notes** section and a summary **Summary**. **Click Show More** in the **Summary** section. ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Mar-28-2024-01-08-50-2826-AM.png?width=670&height=403&name=image-png-Mar-28-2024-01-08-50-2826-AM.png) This will expand the section to show you everything in the box below. **Click Show Less** to collapse the section back to the way it was. ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Mar-28-2024-01-10-32-7929-AM.png?width=670&height=646&name=image-png-Mar-28-2024-01-10-32-7929-AM.png) ### Process an Invoice Payment Once you have [processed payment for an invoice](https://support.digitbridge.com/digitbridgeclientknowledgebase/how-do-i-pay-an-invoice?hsLang=en), the status will automatically adjust from **Outstanding** to **Paid**.  ### Void Invoices To void an invoice, simply change into the **Void** mode.  ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Mar-28-2024-01-36-16-4090-AM.png?width=670&height=223&name=image-png-Mar-28-2024-01-36-16-4090-AM.png) **Click Void**. ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Mar-28-2024-01-49-31-0197-AM.png?width=670&height=142&name=image-png-Mar-28-2024-01-49-31-0197-AM.png) **Click Yes**. ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Mar-28-2024-01-49-48-5022-AM.png?width=450&height=168&name=image-png-Mar-28-2024-01-49-48-5022-AM.png) Your invoice has now been voided.  ***Note:** You cannot void an invoice with associated transactions. This error will appear:* ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Mar-28-2024-01-51-23-7054-AM.png?width=421&height=122&name=image-png-Mar-28-2024-01-51-23-7054-AM.png) ### Action, Reports, History, Notes, and Attachments From this inventory management screen, there are several actions you can take using the **Action** button. You can open up your accounting software, [make a payment on that invoice](https://support.digitbridge.com/digitbridgeclientknowledgebase/how-do-i-pay-an-invoice?hsLang=en), or [add a notification](https://support.digitbridge.com/digitbridgeclientknowledgebase/how-do-i-set-up-and-use-notifications?hsLang=en) and assign it to yourself or another user. ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Mar-28-2024-01-53-38-0599-AM.png?width=246&height=240&name=image-png-Mar-28-2024-01-53-38-0599-AM.png) From the **Report** button, you can print the report (which will download it) or print the packing list.  ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Mar-28-2024-10-42-22-5396-PM.png?width=189&height=166&name=image-png-Mar-28-2024-10-42-22-5396-PM.png) From the **History** button, you can view [different aspects of the product history](https://support.digitbridge.com/digitbridgeclientknowledgebase/how-do-i-view-and-manage-product-history?hsLang=en).  ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Mar-28-2024-10-43-22-7633-PM.png?width=238&height=324&name=image-png-Mar-28-2024-10-43-22-7633-PM.png) **Tracking Notes** allows you to add tracking-specific notes to the record.  ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Mar-28-2024-10-44-14-5252-PM.png?width=199&height=97&name=image-png-Mar-28-2024-10-44-14-5252-PM.png) Clicking the button will open the **Tracking Notes** menu. Enter your **Note**, then **click Save.** ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Mar-28-2024-10-45-41-9066-PM.png?width=670&height=760&name=image-png-Mar-28-2024-10-45-41-9066-PM.png) You will get a notification telling you the note was saved. ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Mar-28-2024-10-45-59-2943-PM.png?width=422&height=97&name=image-png-Mar-28-2024-10-45-59-2943-PM.png) Add as many as you like. When you're done, **click OK.** ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Mar-28-2024-10-46-37-5333-PM.png?width=670&height=757&name=image-png-Mar-28-2024-10-46-37-5333-PM.png) The **Attachment Files** button allows you to attach any files you want to the record. ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Mar-28-2024-10-47-57-1816-PM.png?width=200&height=95&name=image-png-Mar-28-2024-10-47-57-1816-PM.png) ***Note:** Make sure you are in Edit mode or our system will not allow you to attach any files.* **Click Add Files.** ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Mar-28-2024-10-48-54-4479-PM.png?width=670&height=716&name=image-png-Mar-28-2024-10-48-54-4479-PM.png) **Drag your file into the grey box, or click it to upload a file from your device.** You may enter a description if you like, although it is not required. **Click Upload** when you're done. ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Mar-28-2024-10-50-14-4593-PM.png?width=596&height=357&name=image-png-Mar-28-2024-10-50-14-4593-PM.png) You can also download files another user may have uploaded by **clicking Download**. When you're finished, **click X** to quit the window. ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Mar-28-2024-10-52-15-6355-PM.png?width=670&height=714&name=image-png-Mar-28-2024-10-52-15-6355-PM.png) Don't forget to **Save** when you're done! ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Mar-28-2024-10-53-34-8205-PM.png?width=670&height=143&name=image-png-Mar-28-2024-10-53-34-8205-PM.png) **Click Yes.** ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Mar-28-2024-10-53-58-0707-PM.png?width=452&height=191&name=image-png-Mar-28-2024-10-53-58-0707-PM.png) ### Details and Product Sales On the right-hand side, you will see the Details and Product Sales panel. More information on that can be found in [this guide](https://support.digitbridge.com/digitbridgeclientknowledgebase/what-are-the-details-and-product-sales-side-panels?hsLang=en). - [Settings](https://support.digitbridge.com/digitbridgeclientknowledgebase/settings?hsLang=en#main-content) - [ERP](https://support.digitbridge.com/digitbridgeclientknowledgebase/settings?hsLang=en#erp) - [WMS](https://support.digitbridge.com/digitbridgeclientknowledgebase/settings?hsLang=en#wms) - [PIM/CC](https://support.digitbridge.com/digitbridgeclientknowledgebase/settings?hsLang=en#pim-cc) - [Miscellaneous](https://support.digitbridge.com/digitbridgeclientknowledgebase/settings?hsLang=en#miscellaneous) - [Email](https://support.digitbridge.com/digitbridgeclientknowledgebase/settings?hsLang=en#email) - [Inventory](https://support.digitbridge.com/digitbridgeclientknowledgebase/inventory?hsLang=en#main-content) - [Stock](https://support.digitbridge.com/digitbridgeclientknowledgebase/inventory?hsLang=en#stock) - [Case Pack](https://support.digitbridge.com/digitbridgeclientknowledgebase/inventory?hsLang=en#case-pack) - [Create](https://support.digitbridge.com/digitbridgeclientknowledgebase/inventory?hsLang=en#create) - [Edit](https://support.digitbridge.com/digitbridgeclientknowledgebase/inventory?hsLang=en#edit) - [History](https://support.digitbridge.com/digitbridgeclientknowledgebase/inventory?hsLang=en#history) - [Miscellaneous](https://support.digitbridge.com/digitbridgeclientknowledgebase/inventory?hsLang=en#miscellaneous) - [Move](https://support.digitbridge.com/digitbridgeclientknowledgebase/inventory?hsLang=en#move) - [Prepack](https://support.digitbridge.com/digitbridgeclientknowledgebase/inventory?hsLang=en#prepack) - [Product Details](https://support.digitbridge.com/digitbridgeclientknowledgebase/inventory?hsLang=en#product-details) - [Replenish](https://support.digitbridge.com/digitbridgeclientknowledgebase/inventory?hsLang=en#replenish) - [Reports](https://support.digitbridge.com/digitbridgeclientknowledgebase/inventory?hsLang=en#reports) - [Catalog](https://support.digitbridge.com/digitbridgeclientknowledgebase/inventory?hsLang=en#catalog) - [Pricing](https://support.digitbridge.com/digitbridgeclientknowledgebase/inventory?hsLang=en#pricing) - [Labels and Packaging](https://support.digitbridge.com/digitbridgeclientknowledgebase/inventory?hsLang=en#labels-and-packaging) - [Bundles](https://support.digitbridge.com/digitbridgeclientknowledgebase/inventory?hsLang=en#bundles) - [Dropship](https://support.digitbridge.com/digitbridgeclientknowledgebase/inventory?hsLang=en#dropship) - [Cost](https://support.digitbridge.com/digitbridgeclientknowledgebase/inventory?hsLang=en#cost) - [Overview](https://support.digitbridge.com/digitbridgeclientknowledgebase/inventory?hsLang=en#overview) - [Sales](https://support.digitbridge.com/digitbridgeclientknowledgebase/sales?hsLang=en#main-content) - [Sales Order](https://support.digitbridge.com/digitbridgeclientknowledgebase/sales?hsLang=en#sales-order) - [Invoice](https://support.digitbridge.com/digitbridgeclientknowledgebase/sales?hsLang=en#invoice) - [Miscellaneous](https://support.digitbridge.com/digitbridgeclientknowledgebase/sales?hsLang=en#miscellaneous) - [Reports](https://support.digitbridge.com/digitbridgeclientknowledgebase/sales?hsLang=en#reports) - [Returns](https://support.digitbridge.com/digitbridgeclientknowledgebase/sales?hsLang=en#returns) - [Shipping & Fulfillment](https://support.digitbridge.com/digitbridgeclientknowledgebase/sales?hsLang=en#shipping-fulfillment) - [Sales Channel](https://support.digitbridge.com/digitbridgeclientknowledgebase/sales?hsLang=en#sales-channel) - [Quotation](https://support.digitbridge.com/digitbridgeclientknowledgebase/sales?hsLang=en#quotation) - [Sales Reps & Commission](https://support.digitbridge.com/digitbridgeclientknowledgebase/sales?hsLang=en#sales-reps-commission) - [Informative](https://support.digitbridge.com/digitbridgeclientknowledgebase/sales?hsLang=en#informative) - [Settings](https://support.digitbridge.com/digitbridgeclientknowledgebase/sales?hsLang=en#settings) - [Pricing](https://support.digitbridge.com/digitbridgeclientknowledgebase/sales?hsLang=en#pricing) - 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