Overview

Use Account Invoices to review and manage an invoice through its financial lifecycle. Finance officers use this page when an invoice requires approval processing, when it becomes Due, and when payment status must be recorded. An Account Invoice progresses from Draft through approval processing to Approved, Upcoming, Due, and Paid.

Before you start

You must be signed in to use Account Invoices. Before progressing an invoice through approval processing, ensure that the invoice information meets the application’s validation requirements and that the applicable approval process is available.

Note: The page warns you before you leave if the invoice contains unsaved changes.

Steps

In the main navigation, select Finance.
Select Account Invoices to access the account invoice workspace.
Select the invoice record that you need to review by using Select.
Review the invoice before applying a status action. Account Invoice records can include amounts, percentages, and currency values.
Progress the invoice through the approval process as required. The invoice begins as Draft and can proceed through approval processing to Approved, then Upcoming, and then Due. Approval progression requires the invoice to pass validation; where an approval process applies, approval is also required.
When the invoice is Due and the principal invoice or invoices are completely paid, select Consider As Paid.
If payment must no longer be treated as completed, select Consider As Not Paid.
If an approved invoice must no longer be treated as approved, select Consider as not approved. Use this action only when the invoice is eligible for a status correction.

Tips & cautions

Warning: Before selecting Consider As Paid, ensure that the principal invoice or invoices are completely paid.

Warning: No changes are allowed when binding invoices apply. An invoice also cannot be reverted when binding invoices apply.

Note: A Due invoice cannot be made undelivered when a due invoice already exists.

Troubleshooting

Symptom	Likely cause	Fix
The invoice does not progress through approval processing.	The invoice has not passed validation, or the applicable approval process has not been completed.	Correct the validation issues and complete the required approval processing before continuing.
You cannot change or revert the invoice status.	Binding invoices apply to the invoice.	Retain the current invoice status; changes and reversions are not permitted for binding invoices.
You are unsure whether to mark the invoice as paid.	The principal invoice or invoices may not be completely paid.	Confirm that the principal invoice or invoices are completely paid before selecting Consider As Paid.
You receive a warning when leaving the page.	The invoice contains unsaved changes.	Review the changes before leaving the Account Invoice page.

Result

The Account Invoice is reviewed and, when appropriate, progressed through approval processing or updated using the available payment-status actions.