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Resubmit an Invoice for Approval from Interactive Billing

If a project uses an approval process for its billing invoices, after you submit, approve, reject, or unsubmit an invoice for the project, you can submit it again. You might need to resubmit an invoice that has been rejected, after you make changes or corrections to it.

You might also submit an invoice to make corrections, even if it has not been rejected. You can do this as many times as needed and without first unsubmitting it. The previous submit action and comment history is retained on the Comment dialog box for the invoice. If you unsubmit first, make corrections, and then submit again, the previous submit action and comment history is not retained on the Comment dialog box. When you unsubmit, you lose the action and comment history.

For more information about editing an invoice during the approval process, see Editing an Invoice During the Approval Process.

To submit an invoice again (resubmit):

  1. In the Navigation pane, select Billing > Interactive Billing.
  2. If the Billing Session Options dialog box displays, select options on the dialog box and click OK.
    Alternatively, click Billing Session Options on the actions bar of the Interactive Billing form, and complete the session options information.
  3. On the Interactive Billing form, select the project.
  4. On the actions bar of the Interactive Billing form, click Submit.
  5. On the Comment dialog box, enter comments related to the submittal and click Save.
    The comments will be available to the person or people approving the invoice.

The invoice is submitted for approval, and the following changes occur:

  • In Interactive Billing:
    • The Invoice Status field on the General tab changes to Submitted.
    • The Invoice Status for the related billed transactions on the Labor, Expenses, and Units tabs changes to Submitted.
    • The Submit action on the actions bar is replaced with the Approve action and from the drop-down list, you can select only the actions that apply for your role in the approval process. Possible actions are: Approve, Submit, Unsubmit, or Accept.
  • If the invoice approval workflow for the project specifies that alert notifications be sent to approvers, those alert notifications are sent when an invoice is submitted.
  • The invoice is available for reviewing and approving in Interactive Billing, in Invoice Approvals in the Billing application, and in Hubs > Projects > Draft Invoice Approvals.