How do I split / separate invoice pages to send back to the Create tab?

Sometimes pages are accidentally included on an invoice, or multiple invoices are coded as one.

Quadient AP allows you to send pages back to your Create tab without needing to re-upload the image. Sending pages back to your Create tab allows those pages to be used on other invoices, or to be used to create a completely new invoice.

Send an invoice image back to the Create tab

Locate and open the invoice. Click on the images you need to move, and click the trach icon. In the pop-up window, select Move to Workspace to send the images back to the Create tab.

If you then return to the Create tab you'll see the removed pages in your manual queue. To have the invoices coded by the overnight coding team, change the invoices from manual to auto-capture status.

Those pages are now available to be added to another invoice, or to be used to create a completely new invoice.