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Screen Navigation: Invoices - Edit Invoice
Follow the steps below to approve an invoice.
After an invoice has been approved, an email may be sent to the recipient with the invoice attached. The content of the email can be configured on the Application Settings screen in the Administration module. Please ensure that you have selected a recipient from the list of available contacts. Please also ensure that you have Previewed the invoice and clicked Save to Document to attach the invoice to the invoice record before clicking Send Email. For more information, see the Preview an Invoice topic.
Sending the email will trigger the status of the invoice to change to 'Invoiced'.
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Update the status of an Invoice
To update the status of an invoice:
1. On the Edit Invoice page, change the Status of an Active invoice to Pending for Approval using the drop-down menu.
To deactivate the Invoice, deselect the Active check box.
2. For invoices that are pending for approval, you can click Approve on the Invoice Details page directly without first clicking Edit.
Alternatively, you may also Approve or Cancel the invoice from the Edit Invoice screen.
3. If you have changed the status of the invoice from the Edit Invoice screen, click Save.
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Send Approved Invoice to Recipient
To send an approved invoice to the selected recipient:
1. On the Invoice Details page, open the Invoice Info tab.
2. Click Send Email. The System will send the invoice email (set in the Application Settings) together with any documents attached to the invoice recipient.
Make sure to Preview the invoice and click Save to Document to attach the invoice to the invoice record and the invoice email.
3. A pop-up message will appear to tell you if the email was sent successfully. Click OK.
The status of the invoice will automatically change to 'Invoiced'.
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