Unsubmit an Invoice for Approval from Interactive Billing

If the status of an invoice is Submitted, Approved, or Rejected, you can unsubmit the invoice to reverse the submission, remove any information associated with it, and start the approval process over.

The invoice status is changed back to New, and the status for all transactions that were originally associated with the submitted invoice are also changed back to New. The previous billing session settings and any comments entered as part of the approval process are removed. (In contrast, when you reject an invoice, the invoice is still linked to the original set of transactions, billing session options, and approval comments.)

If you just need to make changes to the invoice detail and start the approval process again, unsubmit is not required. Instead, make the changes to the invoice and then submit the invoice again. This allows you to retain any invoice approval comments entered for the invoice during the approval process.

For more information about editing an invoice during the approval process, see Editing an Invoice During the Approval Process.

To unsubmit an invoice:

1. In the Navigation pane, select Billing > Interactive Billing.
2. If the Billing Session Options dialog box displays, select options on the dialog box and click OK.
   Alternatively, click Billing Session Options on the actions bar of the Interactive Billing form, and complete the session options information.
3. On the Interactive Billing form, select the project.
4. On the actions bar of the Interactive Billing form, select Approve > Unsubmit.
   A message displays to confirm the success of the process.