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Issuing invoices

Mark an invoice as issued and generate its report​

To issue an invoice:

  1. Open the invoice:
Find it by searching invoices

  1. Open the Finance dashboard card and choose Account Invoices.

  2. Select the relevant invoice from the search results in the right panel.

Find it via the financial account

  1. Open the Finance dashboard card and choose Financial Accounts.

  2. Select the relevant account from the search results in the right panel.

  3. On the account's Parents tab, select the relevant invoice.

  1. On the invoice's General tab, select Edit in the action bar.

  2. Set the Status field to Issued and then select Save.

  3. Wait for the This Item has been updated message to appear (top-right) and then click it.

item updated

The invoice is now Issued and its icon has a padlock, indicating the invoice is now locked and can no longer be edited.

The invoice's report has also been generated and is now available to view.

invoice issued changes