Commit a temporary Invoice

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

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’