Editing Invoices

Review and edit invoice details, line items, and attached documents in UMS, then re-run invoices through the validation engine to clear flagged issues.

This guide explains how to review and edit invoice details, line items, and documents.

Invoice detail page

Click See Details on any invoice to open the detail page.

The invoice detail page has these tabs:

• Overview — Invoice summary with dates, amounts, supplier, and connection information
• Lines — Individual line items (charges) on the invoice
• Documents — Attached PDF documents
• Validation — Validation results and rules

Editing line items

The Lines tab shows all charges on the invoice.

Each line item displays:

• Description — What the charge is for (for example, Peak Usage, Network Access)
• Category — Charge category
• Charge Type — Type of charge
• Rate — Unit rate applied
• Amount — Total charge amount
• Tax — Whether GST applies
• Connection — Which meter connection this charge relates to

Editing a line item

1. Open the line item editor

   Click the edit icon on a line item row.

2. Edit the line details

   The edit drawer opens with tabs:

   • General — Description, category, charge type, amount, tax flag
   • Rates — Unit rate and currency details
   • Quantities — Associated quantity records (kWh, MJ, kL)
   • Factors — Tax and conversion factors
3. Save your changes

   Make your changes and click Save.

Adding a line item

Click Add Line to create a new charge line on the invoice.

Viewing documents

The Documents tab shows any attached files.

You can:

• Download individual documents
• Preview PDF invoices directly in the browser
• Upload additional documents

Running validation

From the invoice detail page header, click Validate to run the invoice through the validation engine. This checks:

• Amount calculations match line items
• Dates are consistent
• Connection and retail account references are valid
• Rates match expected tariff rates

See the Invoice Validation & Review guide for more details.