Edit the tax total for a prime contract invoice

Before you begin

• The prime invoice must not be locked. If a prime invoice is locked, administrators can clear the Locked checkbox in the Approval and Lock Status section to unlock it. A prime invoice can be unlocked even if it has been exported to an accounting system through AccountingLink.

Edit the tax total

1. Go to Projects and select the appropriate project in the Quick Select section.
2. On the Project Home page, select Prime Invoices in the Client Contract Admin section.
3. Select the appropriate prime invoice number from the list.
4. In the Financial and Retainage Summary section, select the tax amount in the Current Prime Invoice row.
5. In the dialog, adjust the totals as needed and select Save.