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Support > Upload and archive > Modify Sales invoice to Purchase invoice (vice versa)

Modify Sales invoice to Purchase invoice (vice versa)

Sometimes a document is uploaded as the wrong type, a purchase invoice is uploaded as a sales invoice (vice versa). The following steps allow you to modify the type of a document.

Step 1
Click Backlog and check the boxes in front of the documents you would like to change. Select Modify type.

Modify Type button between "stop"and "refresh" buttons at the top of the workload in TriFact365.

Step 2
TriFact365 asks you to confirm the editing of the type and it will show you if a document can be modified. Click Execute.


An invoice which has been checked and/or has the status Confirm can’t be modified

Step 3
The type of the invoice has been modified. To check if the modification is correct see the column Type in the Backlog.