Marking an Invoice Statement as Ready

After reviewing an invoice, you can mark the invoice as "Ready" to indicate that it can be invoiced and finalized. You can mark individual Invoices as "Ready" from the Invoice Details, or mass update multiple invoices from the Invoice List.

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

The instructions below 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.

From the Invoice Details

  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 the binocular icon 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 you need to mark as ready. You are able to update up to 500 invoices at once from this screen.
  3. Select Action/# Selected > Mark as Ready.

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

If you are unable to perform the actions above, contact Bullhorn support to check your access.