Invoice on Account Procedures
This section describes the steps you need to follow to work with invoices on account.
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Related Topics:
- Submit a Draft Invoice on Account
To create an invoice on account for a job, you must first submit the draft for approval. Note that this applies only if you have set up approval hierarchies for draft invoices. - Approve or Reject a Draft Invoice on Account
To issue an invoice on account, you must first approve the draft. Note that this applies only if you have set up approval hierarchies for draft invoices. - Attach Documents to a Draft Invoice
Use these steps to attach documents to a draft invoice. - View a Document
You can view any document listed in the Documents sub-tab. - Start a Conversation
You can use the conversations functionality to correspond with other employees in your company about a specific job invoice. - Reply to a Conversation
When you log in to iAccess, the top right corner of the iAccess menu includes a blue Notifications icon.
Parent Topic: Invoice on Account Overview