On the ‘Agency to Host Invoices’ dashboard, you can view a summary of all generated invoices.
In this article you’ll learn how to:
- View Agency to Host invoice
- Editing Agency to Host invoices
- Restore the option to edit invoice lines when the edit button is not available
Viewing Agency to Host invoices
Tabs on the list view have been enhnaced to facilitate the easy identification of invoices based on their stage in the accounting process.
Additional date filters including Customer filters are also added.
Clicking on an invoice will take you to the invoice details page. Additionally, a new invoice history panel has been added for easy visibility of the key invoice milestones.
Editing Agency to Host invoices
Click on the invoice that you want to edit. To edit the invoice and invoice details, click the menu options, and select the applicable option you want to edit.
You can also edit the Qty and rate from the timesheet, by clicking the Edit icon.
Then click Edit Timesheet. If you need to edit the Tax rate, you can simply edit that in the below screen.
You can now update within the timesheet and the update will automatically flow to the invoice. This editing can continue to occur up until the point of the invoice being marked as paid. In addition, if changes are made to pay rates in the timesheet summary they will automatically sync to the payroll batch, up until the point of the payroll batch being exported.
Notification for invoices when changes are made.
Restore the option to Edit invoice line
If the option to edit the invoice line is not available, this means that your invoice Export status is already Exported.
To bring the option to edit the invoice line, just follow the steps below:
Step 1: Click the menu option (...), then select Edit Invoice.
Step 2: Change the Invoice export status to Ready to export, and click Save.
Step 3: Refresh the page, and the Edit option for each invoice line should be available.