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Invoice Revision

Invoice Revision lets you make changes to an invoice after it has already been created on a shipment. Use it to add missing charges, apply credits or deductions, or correct invoice details — without having to void and recreate the invoice from scratch.

Where to access it

The Modify Invoice modal can be opened from any of the following places:

  • The Accounting menu within a shipment
  • Invoice Search → Action Items column (far right)
  • Invoice Delivery → Action Items column (far right)
  • Charge Line Summary — accessed from a shipment's Accounting menu, or via Accounting → Shipment Search

Revision options

Once the Modify Invoice modal is open, you have three options depending on what you need to do.

Add Invoice Adjustment

Creates a new, separate invoice to add charges that were left off the original. This is the default option when you open the modal.

Additional options available when adding an adjustment:

  • Recalculate Commissions — Enabled by default. Recalculates the commission amount if it has not yet been approved. If the commission has already been approved, a separate commission record is created to account for the difference.
  • Do Not Resend Invoice — If selected, marks the invoice as "printed," removing it from the normal queue on the Invoice Delivery page.

Note: Any accessorial that already exists on an invoice will not appear as a selectable option when adding an adjustment.

When you open a revision, the system automatically appends R1 to the original invoice number to track it as a revision. 

Modify Invoice Details

Edits the details of the existing original invoice directly. You can update the Amount, Invoice Number, Invoice Date, or Invoice Due Date.

This option is not recommended if you sync invoice data frequently to accounting software such as QuickBooks Online, as direct modifications can cause discrepancies in your synced records.

Include Bill Revision

If a carrier bill has already been approved, this option lets you simultaneously create a bill revision alongside the invoice revision — so both the buy side and sell side are updated together for the same charge.

Buy-Side Charge Line Locking

When a bill or invoice is active on a shipment, the system manages which charge lines are available to edit during a revision. This prevents accidental changes to charges that have already been sent through accounting.

Only charge lines in No Accounting status are locked. Charge lines in Ready status remain fully editable, even while a bill or invoice is active — so a revision does not have to be blocked entirely. Only the specific lines tied to an active accounting document are protected.

Shipment state Invoice exists Bill exists Charge line status Can edit charge lines?
Normal No No Ready Yes
Invoice issued Yes No No Accounting No — locked while invoice is active
Bill issued No Yes No Accounting No — locked while bill is active
Invoice deleted — No Reset to Ready Yes
Bill deleted No — Reset to Ready Yes

When an invoice or bill is deleted, all associated charge lines are automatically reset to Ready status, making them available for revision.

Deleting a Bill with Orphaned Charge Lines

In some cases, a charge line may remain in No Accounting status even after a bill is deleted — for example, if a line was removed from a bill revision without being reassigned. These are called orphaned charge lines.

When you attempt to delete a bill and the system detects orphaned charge lines on the shipment, a confirmation modal appears before the deletion is completed. The modal shows two sections:

  • Bill Charge Lines — The charge lines attached to the bill being deleted. Selected by default. Keeping them selected resets those lines to Ready status when the bill is deleted.
  • Orphaned Charge Lines — Charge lines already in No Accounting status that are not attached to any bill. Unselected by default.

For each section, you can choose whether to reset those lines to Ready status as part of the deletion:

  • Checked — The line is reset to Ready when the bill is deleted.
  • Unchecked — The line stays in No Accounting status after the bill is deleted.

Select Yes, Delete to confirm. Select No, Keep Bill to cancel without making any changes.

Delete Invoice Revision

Use this option to permanently remove an invoice revision from the shipment.

 ⚠ IMPORTANT — This action cannot be undone. An invoice revision cannot be deleted if payments have already been applied to it. Unapply any payments before proceeding.

Before the deletion completes, the system shows a preview modal with the charge lines that will be affected. Review them carefully before confirming.

What you will see

 

Invoice Charge Lines — the sell-side charge lines attached to this invoice revision. These are always reset to Ready when the invoice is deleted. The checkboxes are pre-selected and cannot be changed; they are shown for reference only.

Buy Charge Lines — buy-side charge lines on the shipment in No Accounting status with no active bill. These are not affected automatically. Each line has an optional checkbox:

  • Unchecked (default):the line will remain in its current status. You can address it later from Edit Pricing.

  • Checked: the line will be reset to Ready status after the invoice is deleted, making it available to be billed.


If no qualifying buy-side charge lines exist, the Buy Charge Lines table will not appear.

What are orphaned charge lines?

  • Orphaned charge lines are buy-side lines that were automatically added to the shipment when this invoice revision was created. When a revision is created, a new charge line is added at the shipment level. If a bill already existed at that point, the sell side reflects the new line with a status of Created (tied to the invoice revision), but the corresponding buy-side line has no bill to attach to, so it lands in No Accounting status instead.
  • These lines are not visible or actionable through normal billing because their No Accounting status blocks them from being picked up in a new bill. Deleting the invoice revision gives you the option to reset them to Ready, which unblocks them and makes them available to be included in a new bill.

Steps

  1. Open the invoice revision you want to delete.
  2. Select Modify Invoice.
  3. Choose Delete Invoice.
  4. Review the Invoice Charge Lines and Buy Charge Lines tables.
  5. Check any buy-side lines you want to reset to Ready.
  6. ClickYes, Delete to confirm, or No, Keep Invoice to exit without making any changes.
Result
The invoice revision is deleted. All sell-side charge lines are reset to Ready. Any buy-side lines you checked are reset to Ready and are available to be included in a new bill. Any you left unchecked remain in No Accounting status