Bulk 'View and Pay Approved Invoices'

Who:

Matter Manager + Accounts

Why:

The Provider submitted an Invoice that has been approved but not finalised. Finalisation of invoices is part of the matter closure process.

 
The following procedure describes how to 'View and Pay Approved Invoices' singularly or in bulk.

 

1. Select Invoices menu > View and Pay Approved Invoices

invoices_approve_pay_and_close.png

The View and Pay Approved Invoices screen appears.

2. Use the Search fields to find a specific invoice or you can simply click the "Search" to view all the invoices approved for payment-to-date

search_approved_invoices.png

3. Enter the Payment Ref and make sure the tick box is selected

pay_select_invoice.png

4. Click the Pay Selected Invoices button

A confirmation pop-up will show advising the number of selected invoices you wish to Pay and Close.

confirmation_screen.png

5. Click OK to continue

no_records_found.png

The invoice record(s) will disappear from the list and 0 records will display.

The invoice is now at a finalised status of PAID AND CLOSED

 

Related Articles
 

Approve/Reject an invoice    

Approve - Pay & Close (singularly) 

Find/Print an invoice

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