How to...
You can view, enter comments for, and approve or reject draft invoices on the Invoices form in the Projects hub. You can also view summary and detailed information about all of a project's invoices.
Many of the procedures that you use in the hubs are similar across all hubs (for example, Copy a Record). For detailed information, see Hubs Basic Procedures.
- Related Topics:
- Approve an Invoice
When a project is configured to use invoice approvals, all of the project's invoices must be approved before they are accepted and posted. - Reject an Invoice
When a project is configured to use invoice approvals, all of the invoices for the project must be approved before they are accepted and posted. - View a Draft Invoice That Is Awaiting Approval
You can preview an invoice before approving or rejecting it. - Enter "In Process" Billing Comments for an Invoice
When an invoice is awaiting approval, you can open the Billing Comments dialog box at any time to enter "in process" billing comments for the invoice. (When you approve or reject an invoice, the Billing Comments dialog box displays automatically so you can enter comments specifically related to those actions.) - View, Add, Edit, or Delete an Accounts Receivable Comment
Use the AR Comments dialog box to view, add, edit, or delete AR comments for the client, invoice, client's projects, invoices for the project, or credit memos related to the invoice. This dialog box displays all comments that have been entered for the client.
Parent Topic: Invoices