InvoiceManageInvoice
Overview
The Manage Invoice page is the 'main screen' of an invoice. It opens to provide a screen-based view of that invoice. It also provides users with a number of invoice-related functions that can be performed. The functions that are available for an invoice will vary depending on the invoice's status.
To access this screen users have one of two pathways:
Nav: Customer > List
- Click on the ID of a customer to open the customer record.
- Click the Invoices tab.
- Click on the ID of the invoice.
Alternatively, users can:
Nav: Finance > Accounts Receivable > Invoice List
- Use the search criteria to find an invoice
- Click on the ID of the invoice.
Invoice Functions
The full list of available functions are:
- View Invoice
- This function is always available. The function downloads and opens the PDF rendered version of the invoice.
- Approve
- You can approve an invoice if it is in the Pending and Rejected statuses. Approving an invoice creates the relevant journal entries and is sent to the customer via ther preferred invoice delivery method. Approved invoices cannot be modified in any way.
- Approve – Do Not Send
This is identical to the Approval status, however it does not send the invoice to the customer. In Jan 2018 we have made a change that hides previous invoices from the "billing history graph" where those invoices are of this status.
- Reject
To be rejected, Invoices must be in a Pending status. See below for more information on how invoice rejection works.
- Re-Render
Invoices can be re-rendered if they are still Pending. Any updates or adjustments made to the invoice template settings will be reflected on the latest re-rendered invoice.
- Re-Rate
You can re-rate an invoice if it is in the Pending and Rejected statuses.
- Dispute
Disputes can be raised against approved invoices only.
- Re-Send
Only approved invoices can be resent to the customer.
- Cancel
Returns the user to the Invoice list page.
- View Usage (depending on the service and cardline type) from the Manage Invoice page.
