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How to Request a Revision for an Invoice

How to request invoice revisions from a vendor, whether for specific SoV/WBS lines or for other details of the invoice.

Overview

When a collaborating vendor submits an invoice for approval, the Current Approver can request a revision instead of approving or rejecting it. The vendor can then adjust either specific SoV/WBS lines or the entire invoice before resubmitting.

Prerequisites

  • An invoice must have been submitted from a collaborating vendor workspace.

  • You must be the Current Approver of the invoice.

Note: For internal invoices that are not shared with a vendor, do not use Request Revision. Instead, click the ellipsis in the top-right corner of the invoice, select Reject, then Revert to Draft to edit the SoV or other details. Resubmit for internal approval once changes are made.

Process

Request a revision on specific SoV/WBS lines

  1. Navigate to the invoice you want to send back for revision.

  2. Click the SoV/WBS tab in the invoice.

  3. Click Adjust for Revision next to the SoV/WBS line you want the vendor to revise.

  4. In the pop-up window, edit the fields and add any notes in the Comments field. Click Adjust at the bottom right.

  5. Click Request Revision at the top right to submit the request to the vendor. The vendor can now edit the invoice.

Request a revision on other invoice details

  1. Navigate to the invoice you want to send back for revision.

  2. Click the ellipsis at the top right and select Request Revision.

  3. In the pop-up window, type the details of what you want revised.

  4. Click Request Revision at the bottom right.

What the vendor sees

Once a revision is requested, the vendor can:

  • Adjust the requested SoV/WBS lines, or

  • Edit other details of the invoice.

After making changes, the vendor still needs to internally approve the invoice and resubmit it to you as their client.