How to edit vendor information on an invoice?

If your invoice includes multiple vendors, such as a wine distributor and the wine company, Ottimate could potentially pick the wrong vendor. In this case, you can edit your vendor following the steps below:

1. From the Invoice, simply click on the vendor's field to enable edit mode. 

2. You can then type in the correct Vendor. If that specific vendor hasn't been created, it will prompt you to add it. Please note, if the vendor is outside the US or Canada, you will need to check on "This vendor does not have a remit-to address". This is because this is only used for VendorPay.

3. If selecting from an existing vendor, simply click on it and it will automatically update the vendor. If creating a new entry, simply click on create to save.