Edit or cancel a sent invoice in Vendor Portal

Overview

You can edit or delete invoices only while they are in Draft status. After you click Create and send, the invoice becomes read-only in Vendor Portal. You can't edit, cancel, resend, or delete that sent invoice.

If the invoice was sent in error, ask your customer to reject it in Ramp. They can do that by deleting the corresponding draft bill or archiving the bill if it was already approved. After they reject it, the invoice shows Rejected in your Vendor Portal Receivables table, and they may include a reason.

Edit or delete a draft invoice

If the invoice is still a draft, open Receivables and select the invoice.

• To keep working on the draft, select Edit draft.
• To delete the draft, open the row menu and select Delete draft. You can also open the draft and select Delete from the footer.

What to do after you send an invoice

Vendor Portal does not offer a way to reopen a sent invoice. After you click Create and send, you cannot:

• edit the invoice details
• cancel or delete the invoice
• resend the same invoice

If you need that invoice removed, ask your customer to reject the corresponding bill in Ramp. They can do that by deleting the draft bill or archiving the bill if it was already approved. Once they reject it, you will see the invoice status change to Rejected in Receivables.

Frequently asked questions

Can I recall a sent invoice from Vendor Portal?

No. Vendor Portal does not have a recall option for sent invoices.

Can I resend a sent invoice from Vendor Portal?

No. Vendor Portal does not have a resend action for sent invoices.