InvoiceManageInvoice - Revision history

Dcowan: clarified approved - do not send status and corrected the fact approved invoices cannot be re-rendered!

2018-02-13T01:34:13Z

clarified approved - do not send status and corrected the fact approved invoices cannot be re-rendered!

Scarpenter: /* Invoice Functions */

2017-02-08T03:09:53Z

‎Invoice Functions

Scarpenter at 02:50, 8 February 2017

2017-02-08T02:50:27Z

Scarpenter: /* Manage Invoices */

2017-02-08T02:42:55Z

‎Manage Invoices

Kberkidge at 05:20, 6 July 2012

2012-07-06T05:20:46Z

Kberkidge at 05:20, 6 July 2012

2012-07-06T05:20:35Z

Kberkidge: Created page with '==Manage Invoices== The ''Manage Invoice'' page will contain command buttons to perform various actions. The actions available will differ depending on the status of the selecte…'

2012-07-06T04:08:11Z

Created page with '==Manage Invoices== The ''Manage Invoice'' page will contain command buttons to perform various actions. The actions available will differ depending on the status of the selecte…'

New page

==Manage Invoices==

The ''Manage Invoice'' page will contain command buttons to perform various actions. The actions available will differ depending on the status of the selected invoice, as follows:

;View Invoice
:all invoice statuses.
;Approve
:pending and rejected status
;Approve – Do Not Send
:pending and rejected status
;Reject
:pending status only
;Re-Render
:pending and rejected status
;Re-Rate
:pending and rejected status
;Dispute
:approved status
;Re-Send
:approved status
;Cancel
:returns to the ''Invoice list'' page on all invoices.

You can also ''View Usage'' (depending on the service and cardline type) from the ''Manage Invoice'' page.

===To Manage an Invoice===

# Locate the invoice required in the ''invoice list'' in either the account record or in the ''Accounts Receivable'' module.
# Click the '''Manage '''link in the ''Action'' column of the required invoice. The ''Manage Invoice'' page will display.

===To View an Invoice===

# On the ''Manage Invoice'' page, click the '''View Invoice '''button. The ''Opening… ''download window will display.
# Select the ''Open with'' option to open the invoice with Adobe Reader.
# Select the ''Do this automatically for files like this from now on'' checkbox to perform the option selected automatically every time you download PDFs.
# Click the '''OK '''button. The invoice .PDF file will open in a new Adobe Reader window.

===To View Usage on an Invoice===

# In the ''Allocated Cardlines'' section of the ''Manage Invoice'' page, locate the required service usage cardline.
# Click the '''View Usage''' link beside the required usage cardline. The ''Service Usage'' page will appear in a new window.
# Filter the usage data by entering ''Start Date'', ''End Date'' and selecting the required ''Tariff Type'', as required, and then click the '''Filter''' button. The page will update to show the usage data corresponding to the criteria entered.
# To view the package, click the '''View Package Plan''' button. The package will appear in a new window.
# To view the service plan, click the '''View Service Plan''' button. The plan will appear in a new window.
# When complete, close the window.

----
'''Note:''' The ''Approve Rated Data Usage'' check box and the '''Approve Selected Data Period''' button should not be used unless the service plan has been set up with manual period approval, which is not used often.
----

==See ==
* [[InvoiceCardlineManagement|Invoice Cardline Management]]
* [[InvoiceApprove|Approve Invoices]]
* [[InvoiceBulkApprove|Bulk Approve]]
* [[InvoiceReject|Reject Invoices]]
* [[InvoiceBulkReject|Bulk Approves]]
* [[InvoiceReRender|Re-render Invoices]]
* [[InvoiceReRender|Re-rate Invoices]]

@@ Line 26: / Line 26: @@
 :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 identival to the Approval status, however it does not send the invoice to the customer.
+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 at any time. Any updates or adjustments made to the invoice template settings will be refkected on the latest re-rendered invoice.
+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.

@@ Line 40: / Line 40: @@
 Returns the user to the ''Invoice list'' page.
 ; ''View Usage'' (depending on the service and cardline type) from the ''Manage Invoice'' page.
 ==See ==

@@ Line 1: / Line 1: @@
-==Manage Invoices==
+{{DISPLAYTITLE:Manage Invoice}}
-The ''Manage Invoice'' page will contain command buttons to perform various actions. The actions available will differ depending on the status of the selected invoice, as follows:
+To access this screen users have one of two pathways:
 ;View Invoice
@@ Line 8: / Line 26: @@
 :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 identival to the Approval status, however it does not send the invoice to the customer.
+This is identival to the Approval status, however it does not send the invoice to the customer.
 ;Reject
-:To be rejected, Invoices must be in a '''Pending''' status. See below for more information on how invoice rejection works.
+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 at any time. Any updates or adjustments made to the invoice template settings will be refkected on the latest re-rendered invoice.
+Invoices can be re-rendered at any time. Any updates or adjustments made to the invoice template settings will be refkected on the latest re-rendered invoice.
 ;Re-Rate
-:You can re-rate an invoice if it is in the '''Pending''' and '''Rejected''' statuses.
+You can re-rate an invoice if it is in the '''Pending''' and '''Rejected''' statuses.
 ;Dispute
-:Disputes can be raised against '''approved''' invoices only.
+Disputes can be raised against '''approved''' invoices only.
 ;Re-Send
-:Only '''approved''' invoices can be resent to the customer.
+Only '''approved''' invoices can be resent to the customer.
 ;Cancel
-:Returns the user to the ''Invoice list'' page.
+Returns the user to the ''Invoice list'' page.
+; ''View Usage'' (depending on the service and cardline type) from the ''Manage Invoice'' page.
 # Locate the invoice required in the ''invoice list'' in either the account record or in the ''Accounts Receivable'' module.

@@ Line 61: / Line 61: @@
 * [[InvoiceReRender|Re-render Invoices]]
 * [[InvoiceReRender|Re-rate Invoices]]
-* [[InvoiceReSend|Re-sendInvoices]]
+* [[InvoiceReSend|Re-send Invoices]]

← Older revision		Revision as of 05:20, 6 July 2012
Line 61:		Line 61:
	* [[InvoiceReRender\|Re-render Invoices]]		* [[InvoiceReRender\|Re-render Invoices]]
	* [[InvoiceReRender\|Re-rate Invoices]]		* [[InvoiceReRender\|Re-rate Invoices]]
		+	* [[InvoiceReSend\|Re-sendInvoices]]