When can I replace an invoice?
You can replace an invoice if:
- It is currently in Queried or Void status
- The original invoice exists in Apperio
What invoice formats are supported?
- PDF invoices
- LEDES invoices
How do I replace an invoice?
Option 1: Directly on the invoice
- Open the invoice
- Click Replace
- Upload your corrected invoice
Option 2: From the invoice list
- Click New invoice
- Select Yes under Is it replacing another invoice?
- Enter the original invoice number
-
Upload your corrected invoice file
FAQs
How do I ensure the replaced invoice is reflected in the data file?
- When you replace an invoice, make sure your data file upload contains the correct new invoice number for accurate spend tracking.
What happens to the original invoice?
- The original invoice is automatically voided and linked to the replacement for full audit visibility.
What if the invoice I need to replace is not Queried or Voided?
- Contact your client to query the invoice. Apperio Support cannot do this on their behalf.
Need more help?
- Contact Apperio Support