Edit invoice data and coding

Update company-specific header and line fields while preserving totals and reference integrity.

What to do

Use the fields Clerked presents. Header and line fields reflect how your company works. Labels, required values, and fields you can edit may differ by company.
Edit the invoice. Choose accounts, vendors, and other listed values from their picker. For repeated line changes, select rows and use the bulk bar when your access allows it.
Check the saved result. Wait for the save state to settle and review the current validation issues. Currency formatting can follow locale and field configuration, so compare numeric meaning rather than punctuation alone.

Edit line items

Use the Review view or Table view toggle to choose how you inspect line items. Each section has an Add button when adding a line is available. On a row, choose Edit to change it or View to inspect it when you have read-only access. A validation icon opens the affected field.

Select rows to open the bulk bar. It can show Set field, Set line type, Delete, and Deselect, depending on your access and the selected lines.

An open Clark proposal temporarily uses Review view and hides the view toggle. Finish the proposal before returning to ordinary editing; your previous view returns after the decision settles.

Change a line type

Choose Set line type to move a line between available sections. A change within a section keeps its coding. If a move would clear existing values, Clerked lists those values and asks you to confirm. If there is nothing to clear, the move applies immediately.

Accounting fields are locked when a bill already exists in the ERP and required PDF delivery is incomplete. Finish the offered PDF recovery action before attempting further changes.

Coding supplied by a purchase order

Depending on your company setup, selecting a purchase-order line fills related coding automatically. Fields controlled by that match are read-only; change or remove the match before choosing a different value. Where an override is allowed, your edit or cleared value stays in place until you select a different purchase-order line. Review the coding again after changing a match.

Announced in Clearer invoice review, validation, and Return to AP.