Open Debtor Cards of Invoices that are Approved and Ready to be Finalized

Use Invoices Approved and Ready to be Finalized in the Follow-Up submodule in the Tasks module to open the debtor cards of invoices that are approved and ready to be finalized.

To use Invoices Approved and Ready to be Finalized, you must have access to Tasks as defined in User Access Rights under Settings.

To open the debtor card of an invoice that is approved and ready to be finalized:

1. On the main toolbar, click Tasks .
2. In the left pane of the Tasks page, click Follow-Up > Invoices Approved and Ready to be Finalized.
3. Highlight the invoice that is approved and ready to be finalized whose debtor card you want to open.
4. In the corresponding Debtor Name field, click Open Debtor Card .
5. Click Close .