Invoice Record

The invoice record stores all the information about the invoice you need to track and manage. When you access an invoice record, general information about the invoice appears at the top of the page. This includes the invoice date, balance, due date, post status, invoice status, PO number, and the vendor associated with the invoice.

Note: From the invoice, you can add alerts, change the status, set holds on payments, delete invoices, or record a bank draft for an invoice.

Additional information about the invoice appears in the tiles on the record. You can open and close these tiles to view or hide the information, and you can drag and drop the tiles to the location you want on the page. Move the tiles using the anchor in the top right corner .

Each tile is described below.