Commit a temporary Invoice
Steps to commit a temporary Invoice:
Related Help Guide Pages
Learn how to Commit a Temporary Invoice
When an Invoice is first raised via the Invoice Generator, it will initially have the status of ‘temporary’, temporary Invoices can be amended, and deleted, as they have not yet been issued to customers yet.
Once you have checked over a temporary Invoice, and you are happy with all the Items contained in it and the overall cost, you can commit the invoice so that the customer will receive a copy, and so they can pay it before the due date.
Follow this page to learn the steps for committing a temporary Invoice
Find and view the Invoice
This step will run through the process of identifying the correct Invoice to view the payment history
Open the ‘Invoices’ DataGrid from the ‘Finance’ area of your main navigation menu on the left
Update filters are applied to your DataGrid
This will make sure your Invoice will be included in the results of the DataGrid, while also limiting the results so that you can find your Invoice much quicker!Make sure that the Invoice ‘Reference’ and Invoice ‘ID’ are included in your search criteria on your Invoices DataGrid
Click on the arrow button attached to the right of the DataGrid Search to change which columns are referenced when you searchUse the search bar to find your Invoice
Searching the Invoice Reference is the most common way to search for InvoicesReview the results in your DataGrid to find the specific Invoice that you will be cancelling
Once you have found the Invoice in the Invoices DataGrid, right-click on it to view the context menu options for this Invoice
Click on the ‘View’ context menu option
This will take you to a view of the Invoice
Confirm the contents to ensure you are looking at the right Invoice
Commit the Invoice
This step will outline how - once you are happy with the Invoice - you can commit the same Invoice.
Return to your Invoices DataGrid by clicking on the ‘Invoices’ breadcrumb at the top-left of the page
This will ensure your DataGrid filters and searches remain in place!Make sure the DataGrid column 'Reference' is included in your DataGrid, you can use the Column Selector button on the top right of the DataGrid to add this in
To commit a single Invoice, right-click your Invoice and select the ‘Commit’ option from the Context Menu
To commit multiple Invoices, select the relevant Invoices, then click on the mass actions arrow icon at the top-left of your DataGrid, and choose the ‘Commit’ option
Click ‘Yes’ to confirm you are happy to Commit the Invoice(s)
Your Invoices should now have an Invoice Reference, and they will no longer have the status of ‘Temporary’