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Commit a temporary Invoice

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Commit a temporary Invoice

Owned by Jenna Buttershaw
Last updated: 02 Jan, 2025

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.

image-20241205-161605.png

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

 

  1. Open the ‘Invoices’ DataGrid from the ‘Finance’ area of your main navigation menu on the left

    Main menu invoice option

     

  2. 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!

    Invoice datagrid with filter selected

     

  3. 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 search

    Search preferences selected

     

  4. Use the search bar to find your Invoice
    Searching the Invoice Reference is the most common way to search for Invoices

    image-20241112-122115.png

     

  5. Review the results in your DataGrid to find the specific Invoice that you will be cancelling

    image-20241112-122206.png

  6. Once you have found the Invoice in the Invoices DataGrid, right-click on it to view the context menu options for this Invoice

    image-20241112-122310.png

  1. Click on the ‘View’ context menu option

    View option selected

 

  1. This will take you to a view of the Invoice

    image-20241112-122338.png

  1. 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.

 

  1. 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!

    image-20250102-150754.png

     

  2. 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

    Invoice Reference on Column Selector

  3. To commit a single Invoice, right-click your Invoice and select the ‘Commit’ option from the Context Menu

    Commit an Invoice

  4. 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

    Commit Multiple Invoices

  5. Click ‘Yes’ to confirm you are happy to Commit the Invoice(s)

    Confirm Commit Invoice

  6. Your Invoices should now have an Invoice Reference, and they will no longer have the status of ‘Temporary’

    Invoice now Committed

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