Envibe: How to raise a monthly pending invoice in Bookings

Envibe: How to raise a monthly pending invoice in Bookings

Question

What is the workflow to raise a pending monthly invoice in Bookings?


Answer



Certain configuration settings in Envibe can produce an automatic raising of pending invoices. These may be certain scheduled such as the Start of Month or End of Month cycles.

Pending invoices are not yet confirmed and still require the Envibe user to review and raise the invoice to send to the customer.

To raise a pending invoice:

  1. 1. Launch BOOKINGS.

  1. 2. Click FUNCTIONS.

  2. 3. Use the search bar to find the applicable booking

    4. Select the applicable booking and click Open.



  4. Group 550, Grouped object



  6. 5. In the Bookings Overview, click INVOICE. NOTE: Pending invoices ready for issue are noted by the INVOICE tile being highlighted in blue

  7. 6. Select the applicable allocation and click ACCEPT. NOTE: Pending invoices can be identified by the clock icon against the allocation.



    1. Group 556, Grouped object

    2. 7. Once raised, the invoice can be sent by clicking into the INVOICE tile and clicking SEND.


    NOTE: Adjustment to the invoice can only be completed when the invoice is still pending. If an invoice has been raised and requires amendment, the user will need to cancel and re-issue the invoice.


  11. Group 556, Grouped object



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