How to...
After you complete the process of filling in billing invoice information, you can proceed with the approval process.
- Related Topics:
- View Invoice Approval Status and Comments in Interactive Billing
You review the approval status and related comments for an invoice on the General tab of Interactive Billing. - Submit an Invoice for Approval from Interactive Billing
If a project uses an approval process for its billing invoices, the first step in the process is to submit a draft invoice for approval. - Unsubmit an Invoice for Approval from Interactive Billing
If the status of an invoice is Submitted, Approved, or Rejected, you can unsubmit the invoice to reverse the submission, make changes to the invoice, and then resubmit the invoice to start the approval process again. - Resubmit an Invoice for Approval from Interactive Billing
After you submit, approve, reject, or unsubmit a draft invoice, you can make changes to the invoice and resubmit it (submit it again). - Approve an Invoice in Interactive Billing
After a billing invoice is submitted, you can approve it on the Interactive Billing form. - View Annotations for a Draft Billing Invoice for a Final Accepted Invoice in Interactive Billing
Viewing the annotations and markup made to the draft invoice PDF for a past final accepted invoice for a project can be helpful before you prepare and submit the next draft invoice for a project. - View Comments for a Draft Billing Invoice for a Final Accepted Invoice in Reporting
On the Invoice Approval report, you can view the comments for draft billing invoice for a past final accepted invoice for a project. This can be helpful as you prepare the next draft invoice for a project.
Parent Topic: Invoice Approvals in Interactive Billing