Invoice Review
| How do I get here? | Customers Menu ► Search ► Select Customer ► Customer Information tab Financial menu ► Billing Control Panel ► Invoice Review tab |
| Purpose |
The Invoice Review module is meant to allow clients the opportunity to get a sneak peek at the invoice for a particular account prior to the final invoices being generated. This module will show the list of account numbers whose invoices should be reviewed during the billing process. Invoices will only be created for review, if the Review Until field for the account is empty or contains a date in the future. |
| Security | Customers Module.Access |
| Taxing Impact | N/A |
| Commission Impact | N/A |
| Data Field Definitions | View Here |
This grid shows all accounts which have been entered for invoice review. It also provides a direct link to the temporary review invoice copy via the icons within the Standard or Corporate Invoice columns. If the account is a Corporate account, both the Standard (stand alone account) invoice and the Corporate Invoice will be available. A "Download all Invoices in Invoices Review" will download all PDFs to a zip file for the user.
To edit or delete an account from the list, choose the select icon to the left of the Account Number to go to view the details of the review request.
Review Details
To add a new account
- Click the Addbutton within the grid or the Add button from the details view.
Accounts can also be added to Invoice Review via the Customer Information tab.
Home Screen Access - If a user is assigned to an invoice for review, a new widget will appear on the home screen providing quick access to the PDF invoices.
| Field | Description | Notes |
| Account Number |
Account Number for the account. The Customer Name will be automatically populated. |
|
| Reviewer | The person responsible for reviewing the invoice | Filled from TBS Users |
| Review Until | The date through which invoices should be reviewed. Once this date passes, invoices are no longer generated during the review process for this account. | |
| Review Items | A description or list of items which should be checked during the invoice review process |