How Do I Mark an Invoice Statement as Ready?

Overview

After reviewing an invoice, billing specialists can mark the invoice as "Ready" to indicate that it can be invoiced and finalized. This article covers how to mark invoices as "Ready."

These instructions refer to the default terms related to Invoice Statements and may vary from how your system was configured.

Depending on how your system is configured, invoice statements may be marked as ready by default when they are generated.

Before You Begin

Only invoices with at least one transaction may move to the "Ready" status.

Steps

From the Invoice Detail

  1. Navigate to Invoices.
  2. Locate the invoice you would like to mark as ready.
    • You can use Search and the column filters to narrow your selection.
  3. Open the invoice by selecting in the invoice row
  4. Select Action > Mark as Ready.

Mark Multiple Invoices as Ready from Invoice List

  1. Navigate to Invoices.
  2. Check the box next to each invoice to mark as ready.
  3. Select Action/# Selected > Mark as Ready.

After marking the invoice as ready, you can move on to Finalizing Invoices.