Invoices Overview

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Overview

The Invoices screen displays a summary of all invoices for the account. An invoice is a type of transaction and has multiple line items that make up the transaction (e.g. taxes). You can dive deeper to see individual invoice details by clicking a specific invoice number. Within the Invoice Details screen, you can change an invoice's posting status or change a custom invoice status.

You can generate an invoice based on:

Account Status
Master Plan Instance Status
Supplemental Plan Instance Status

Invoices can also be generated immediately or in a "pending" status from the Invoices screen.

Invoices Screen

Getting Here: Click Accounts > search for an account > Statements & Invoices > Invoices tab

The screenshot below highlights important elements of this screen, followed by a description of each.

Generate Invoice – Generate a new invoice if the account is in a billable state.

Note: Only one invoice may be created for any account, master plan instance, or billing grup at a time. No other invoice can be applied to the these items until the current pending invoice is approved.

Select a Plan - Selecting a Master Plan Instance from this drop-down displays the invoices related to the selected plan instance.

View Invoice Details – Selecting a specific invoice from the Invoice Number column displays details for that invoice. From the Invoice Details Screen, you can also change an invoice's posting status or change a custom invoice status.