Finance Users can edit supplier records in the invoicing module from the Invoicing Finance area. You can either edit suppliers individually or import updates for bulk changes.
Please Note: To edit a supplier's invoice policy or approval flow, ensure these are created beforehand.
1. Go to Invoicing > Finance area.
2. Find the supplier you wish to edit in the Suppliers section. Use the available Filter options to locate the supplier.
3. Click Edit on the right-hand side of the supplier record to open the Edit Supplier box.
4. Make your required changes:
Name: The supplier's name.
Reference: Should match the supplier reference in your accountancy package.
Payment Method: How you pay the supplier's invoices.
Payment Terms (days): Number of days you have to pay the supplier's invoice.
VAT Number: The supplier's VAT number.
Invoice Policy: Select the applicable policy for this supplier.
Approval Flow: Select the approval flow for this supplier.
Account Number / IBAN: The supplier's bank account number.
Sort Code: The supplier's sort code.
5. Tick or untick the Active box to mark a supplier as active or inactive.
Please Note: Invoices can only be raised against active suppliers.
6. Review your changes and click Update.