Marking an Invoice as Sent

Background

Once an invoice has been marked as ready, it has been finalised from a creation perspective, meaning:-

• Population of the invoice headers is completed
• Population of the invoice content is completed
• The invoice is locked down and cannot be amended

It is therefore fit to be sent to the customer to request payment.

Two send methods are currently supported:-

• The finalised invoice can be printed and then manually mailed.
• The finalised invoice can be emailed.

Irrespective of the method, once the invoice has been sent, this needs to be recorded in strokeone, so that the activity is recorded and tracked, and that all interested parties can see this.

About this Task

This topic outlines the steps necessary to mark an invoice as sent.

Prerequisites

This topic assumes that

1.  You have finalised the invoice by marking the invoice as ready

2. You have either printed or emailed the finalised invoice.

3. You are in the detail view of the invoice that you wish to mark as sent

Procedure

1. Click the Mark as Sent button in the Invoice Header
   
   
2. Note the following that occurs:-
   1. The Mark as Sent button disables.
   2. The Print invoice button transforms to RePrint Invoice
   3. The Date Sent field is time/date-stamped with the date/time when step 1) was processed.
      
   4. The life-cycle status of the Invoice record is updated to Red (Sent)
      
      

Next Steps

The next stages of processing the invoice occur when a payment is received.

Related Topics

Recording Payments received for an Invoice