Invoices generated through the invoice run process may be viewed and resent in a number of ways from within the Finance Portal. These are explained below. Invoices may also be accessed directly by clients through the Client Portal (by clients logging in as professionals) and the Professionals App.
To Display, Print, Save and Resend Invoices
To display, print, save and resend, invoices may be accessed from the following menu options in the Finance Portal (depending on whether they were initially emailed or posted):
Invoice / Email Invoices OR Invoice / Post Invoices
Once the Email Invoices Screen or Post Invoices Screen is displayed, select the period ending date of the invoice run, then click on the FileName hyperlink to display the invoice PDF. From here, the invoice PDF may be printed or saved. The invoice may also be emailed or posted from these screens if the Batch Status has not been set to Completed.
Invoices may also be displayed, printed, saved or resent from the View Invoice History Screen. To access this screen, select the ‘View Invoice History’ menu item from the Invoice menu.
The Invoice History Screen will then be displayed as can be seen below. A listing of the most recent invoice run will default. If a different invoice run is required, select the date from the ‘Invoice Ending’ drop down list and click on the ‘Get Details’ button.
Clicking on the Invoice No. hyperlink, circled in red above, will display the invoice PDF. From here, the invoice may be printed or saved.
If the user wishes to resend the invoice to the client, click on the relevant row to highlight it, then click on the blue ‘Email Invoice to Client’ button. An Email pop up screen will then be displayed, as can be seen below. The pop up screen defaults the client’s email address and email text. The relevant invoice is already attached and the email can be easily resent by clicking the ‘Send Email’ button.
If a timesheet image has been uploaded, or an electronic timesheet has been generated, then these may also be emailed to the member or client, using the red and grey buttons. Email pop up screens will be displayed in these cases also, to facilitate the resend of the dockets.
If credit and debit notes have been created, these may also be resent from this screen, by clicking the pink button.
To Display, Print and Save Invoices
Invoices may also be accessed from the Reporting menu. There is no direct resend functionality when accessing invoices in this way. They may be accessed as follows:
Reports / Invoice / Invoice Reprint OR Reports / Invoice / Invoice Files
Please Note Professionals are able to review invoices from the Professional Portal