Reject an invoice

You can reject an invoice and send this rejected invoice to a person or group with a reason.

With the Reject action in the ribbon of the capture form, you confirm that you reject the invoice. With your confirmation, the invoice receives a kind of digital stamp with the name Rejected in the invoice capture form.

You can also use the Reject action to forward an invoice to another person or group if you have questions or require further viewing.

Let's assume you reject the invoice and want to send it to a colleague with a reason.

Here's how

1. Click Reject in the ribbon to open the Reject invoice dialog.

2. Under Confirm rejection, enter your comment in the Reason field. The text is then displayed under Rejection history.

3. Under Next recipient, activate the checkbox for Forwarding enabled.

4. Select either a group (Mailbox) or an individual person (Clerk).

5. Select an appropriate text suggestion under Subject.

6. Click on Confirm and forward rejection.

If you do not want to forward the invoice, but only want to confirm the rejection of the invoice, you can ignore the Next recipient section. To confirm the rejection, click on Confirm rejection.