To make changes to the manual lines
You can do all the intended operations (add, edit, or delete an existing line) simultaneously if the invoice is in draft status. If the invoice is approved, you must revert the status to Draft.
If the invoice is not in Draft status, you can still see the existing ad hoc line items in read-only mode.
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Open the Manage Ad hoc Lines page and click Edit.
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Perform any or all of the following editing operations:
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Click the Plus icon (
) to add lines.
The new row is added at the start of the table. -
Click the Delete icon (
) to remove existing lines.
Note:The delete icon deletes the entry from the page memory but not from the database. Clicking the Submit Changes button deletes the line item from the database.
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Click the Plus icon (
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After you have made your changes, click Submit Changes.
The Submit Ad hoc Lines pop-up appears.
The changes made to the manual lines are updated on the invoice record after the invoice is approved. The Total Fee Amount field on the invoice now includes the fee amount resulting from the changes you have made during the 'Edit' operation.
