How to Edit Invoices | C2FO Help Center
How to Edit Invoices
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Written by Lauren Bock
June 4, 2026
You control which invoices qualify for early payment by choosing to include or exclude them. You can edit invoices either during the Build Offer process or directly from a division page.
Include vs. Exclude
| Action | Effect |
| Include | Makes invoices available for early payment and adds them to an active offer if Participation is turned on. |
| Exclude | Removes invoices from early payment and from an active offer if Participation is turned on. |
Method 1: From Build Offer
Open Early Pay → Build Offer.
Select one or more customers and divisions.
Click Edit Invoices.
From this screen, you can manage your invoices using these options:
Include invoices by criteria: Filter by days paid early (DPE), invoice amount, or due date, then include matching invoices.
Include all invoices / Exclude all invoices: Apply this action globally to the selected division.
Select specific invoices: Check individual rows and choose Include selected or Exclude selected.
When you are finished, return to customer selection to continue building your offer.
⚠️ Note: Active Offers, Preferred Offers, divisions with Invoice Automations, and divisions with no invoices cannot be edited from the Build Offer screen.
Method 2: From a Division Page
Open Offer Activity → Select a Customer → Select a Division (via the blue linked name).
Go to the Eligible tab of invoices.
Use the invoice toolbar actions below:
| Action | Use when... |
| Include invoices by criteria | You want to bulk-include invoices by DPE, amount, or due date. |
| Include all invoices | You want every single invoice in the division to qualify. |
| Exclude all invoices | You want to completely remove all invoices from early payment. |
| Select rows | You want precise, manual control over individual invoices using Include selected / Exclude selected. |
How "Include by Criteria" Works
The criteria modal allows you to manage large invoice lists efficiently where manual selection isn't practical. You can:
Add up to three filters (days paid early, invoice amount, or invoice due date).
Combine filters using AND or OR logic.
Optionally reset all invoices before applying your new criteria.
Why is Editing Disabled?
You may be unable to edit invoices if:
Your account permissions are set to read-only.
The market is processing: Please wait for processing to complete, or turn participation off (if the UI allows) and try again.
The division has invoice automation rules: You must update or remove these rules on the Automation page first.
You have a Preferred Offer set on that specific division.