Use the Invoice form to review and maintain invoice records as they progress through the financial lifecycle. Finance officers use this area to monitor invoices from Draft through approval processing, Approved, Upcoming, Due, and Paid.
Use the invoice views to identify invoices by invoice number, job number, account, due date, and invoice amounts. Use the available payment actions only when they match the current payment assessment for the invoice.
Before you start
You must have access to Finance and Account Invoices. For an account invoice to proceed through approval processing, it must meet the applicable validation requirements and the approval process must apply.
Steps
Select Finance, and then select Account Invoices to open the Finance record.
Select All to review invoice records across the available invoice views. Use the displayed Invoice No., Job No., Account, Due date, and invoice amount columns to identify the invoice that requires attention.
Select Sales Invoices when you need to work specifically with sales invoice records.
Review the invoice lifecycle before applying a payment-related action. An invoice begins as Draft, passes through approval processing, and can then progress through Approved, Upcoming, Due, and Paid.
When permitted changes have been completed on the invoice editing view, select Save.
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Apply the appropriate payment assessment action when required:
Select Consider As Paid for an invoice that should be treated as paid.
Select Consider As Not Paid when the invoice should not be treated as paid.
Select For Sure Paid or Probably Paid when the applicable payment assessment is required.
Select Consider as not approved when the invoice requires the available not-approved action.
All
Finance recordFinance record
The all tab provides the complete invoice record view. Use this tab to locate invoices using the available invoice number, job number, account, due date, and invoice amount columns. This view supports review of invoices at different points in the invoice lifecycle.
Commission invoices
Finance recordFinance record
The commission invoices tab contains commission invoice records. Use this tab when reviewing invoice records associated with commission invoices and when identifying the relevant invoice by its displayed record details.
Sales invoices
Finance recordFinance record
The sales invoices tab contains sales invoice records. Use this tab to focus on invoices related to sales activity and to review the invoice number, job number, account, due date, and invoice amounts shown for each record.
Tips & cautions
Warning: No changes are allowed when binding invoices apply.
Warning: An invoice cannot be reverted when binding invoices apply.
Note: A due invoice can prevent an item from being marked as not delivered.
Troubleshooting
You cannot change an invoice → Binding invoices apply → Changes are not allowed for the invoice.
You cannot revert an invoice → Binding invoices apply → The invoice cannot be reverted.
You cannot mark an item as not delivered → A due invoice already exists → Resolve the due invoice requirement before attempting the delivery reversal.
Your account is locked → Failed attempts caused the account lock → Stop further attempts and use the applicable account-access process.
Result
The invoice record is reviewed, saved where permitted, and assessed using the appropriate available payment action.
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