Overview
This article is to provide information about our process for handling invoice corrections to clients who utilize our Payroll Funding Services .
*Note* Want to learn more about Payroll Funding services? Please visit our website and schedule a consultation today!
Process
- Submit a request through the LOP Help Center, selecting the “LOP Funding - Invoice Correction” request type; fill out the required information.
- The LOP team will make the requested changes to the invoice, and notify you when complete.
- The correction will appear in the invoice register as a new invoice using the original invoice number plus “-1”(if it's the second correction it will be a “-2”, if it is a correction of a correction it will be a “-1-1”, etc)
- You may then work with your client to provide them with the needed correction; you may either send an updated master invoice or just the correction.
- To send the updated master invoice, find the original invoice and double click into it. From there, you can either Email or Print the invoice from the Actions Menu:
- To send only the correction, navigate into the correction and follow the same steps from the Actions Menu:
- To send the updated master invoice, find the original invoice and double click into it. From there, you can either Email or Print the invoice from the Actions Menu:
