# 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

1. Open **Early Pay** → **Build Offer**.

2. Select one or more customers and divisions.

3. 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

1. Open **Offer Activity** → Select a Customer → Select a Division (via the blue linked name).

2. Go to the **Eligible** tab of invoices.

3. 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.