The Invoice Module has two pages: Approve Invoices and View Invoice History.
On both pages you will see the following:
- The Dashboard bar displays the total number of open invoices and the total amount of all invoices.
- The work order Legend appears above the top-left of the table, identifying each invoice status by color.
- In the Invoice# column, click the link to navigate to the generated invoice.
- In the Invoice Date column, review the date the invoice was generated.
- In the Inv.Amount column, review the amount of the total invoice, including taxes and fees.
- In the Tracking# column, click the icon to view all attachments to the invoice (if available), or hover over the tracking number to view the work order summary.
- In the Proposal# column, click the link to navigate to the proposal generated for the associated work order (if available).
- In the Provider Name column, review the service provider who completed the job listed on the work order.
- In the History column, click the icon to view all actions taken on the related invoice:
- A red information icon
indicates there is no history for the invoice. Invoices in the Open invoice status will not have a history. - A blue information icon
indicates there is a history of actions taken on the invoice. - The Sort by drop-down menu allows you to sort invoices by Invoice #, Invoice Date, Invoice Status, or Vendor.
- The View Invoice History has additional sorting:
- The Period drop-down menu allows you to sort invoices from the past 3 months, 6 months, or 12 months.
Additional Features in the Approve Invoices Page
The Approve Invoices page has additional features:
- In the Action column, click Go to navigate to where you can either approve, dispute or reject invoices. See Approving, Disputing and Rejecting Invoices in Dashboard 1.0 for more information.
- In the Audit column, click the checkbox to mark the invoice as one that should be audited. See Marking Invoices for Audit for more information.
