After billing decisions are made and invoices are processed in either Manual Invoice or Billing Review, Invoice Review provides an efficient environment to finalize and distribute those invoices. Any past or current invoice, paid or not, draft or final is accessible in the Invoice Review screen. After you have created invoices, you can preview, print, email, reverse and post those invoices, edit invoice memos, calculate late fees and save invoices as PDFs in the Invoice Review screen. It contains everything you need to manage current, historical and draft invoices. Web Suite also supports electronic invoices commonly used in European nations.
The invoice list can be filtered using the desired filters. You can work on one or multiple invoices at a time. Invoices displayed in the grid are color-coded. Posted, closed or printed invoices are blue. All other invoices are black. A few fields in the grid are editable till the invoices are posted. To edit any other information, you must reverse the invoice and make those changes in Billing Review and then process the invoice again.
The Invoice Review displays decimal values based on the configurations specified in Global Settings. For example, if you specify 2 as the number of digits after decimal, the grid will display values rounded off to two decimal places (2500.666 will be displayed as 2500.67). However, placing your pointer in the field will reveal the true value. If you specify 9 as the number of digits after a decimal, the grid will display values rounded off to nine decimal places (2500.666 will display as is).
On the Invoice Review grid, you can see if an invoice was sent to the contact or client via email and the date it was last emailed. This helps to avoid duplicate emails.
You can calculate late fee on invoices based on any date. In addition, you can link new or existing files to the invoices. For all this, you must have proper security permissions.
At times, clients request another copy of an invoice. You can reprint or re-send any invoice in Web Suite via email. In addition, when a client asks for more or less detail, or simply the same invoice information in a different format, you can reissue the invoice directly from Invoice Review. You can do this without reversing the invoice or changing its project settings. This option is faster and easier than printing a report.
You can perform the following tasks in Invoice Review: