Pending Invoice Conversion to Open
14 steps
54 seconds
Verify Pending Invoice
1
Click "Pending Invoices"
2
Click the action button of the invoice you are looking to convert to open
3
Verify the invoices status
Finalize Approved Marketing Task
4
Click "Active"
5
Locate task in approved status
6
Click the "Log Work" Action button.
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 the Action button
14
Verify new Open Status
Pending Invoice Conversion to Open
14 steps
54 seconds
Verify Pending Invoice
1
Click "Pending Invoices"
2
Click the action button of the invoice you are looking to convert to open
3
Verify the invoices status
Finalize Approved Marketing Task
4
Click "Active"
5
Locate task in approved status
6
Click the "Log Work" Action button.
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 the Action button
14
Verify new Open Status
