Use the outstanding invoices feature

  • 2 minutes

Each invoice in the list of outstanding invoices provides the following details and actions:

  1. Invoice header details - Header details include the invoice and voucher IDs, due date, promise-to-pay date, currency, and amount.

  2. Attach to draft - Use this action to attach an invoice in PDF format when an email is in draft mode.

  3. Download - Use this action to download a local PDF copy of an invoice.

  4. Update - Use this action to open the update interface, so that you can update the disposition of an invoice.

  5. Status - Use the status dropdown menu to update the dispute status of an invoice.

  6. Promise to pay date - Use this action to update the new forecasted date for payment at the header level of the invoice.

Screenshot of the Finance agents outstanding invoices list showing details and actions with numbers corresponding to the list.