Pending Invoice Conversion to Open
- 14 steps |
- 54 seconds
Verify Pending Invoice
1
Click "Pending Invoices"
2
Click here for invoice looking to convert to open
3
Verify status
Finalize Approved Marketing Task
4
Click "Active"
5
Locate task in approved status
6
Click here.
7
This field adjusts to actual invoice amount. If you put in $30, new invoice amount will be $30.
8
Add comments to help describe invoice adjustment. This will show as line item on invoice for difference in invoice amount
Hourly Rates
9
Enter hours worked if applicable
10
Click here to remove any hourly rate charge. As long as no time entered in step 9 it will not apply a hourly charge
11
Click "Submit"
Verify Invoice in Open Status
12
Click "Open Invoices"
13
Click this link.
14
Verify status
