Create a Contract Invoice and Route It for Approval

Create a contract invoice to bill a customer for completed project work and select internal users who should approve and review the invoice.

Reviewers should use the steps outlined in the Review and Approve a Contract Invoice topic to approve an invoice. The invoice is approved when all document routing distributions are set to a status type that sets the distribution to a status of inactive. Once the invoice has been approved by the reviewers, you can post the invoice.

If you haven't already done so, on the Document Management Settings screen, set up your document management defaults.

Note: You can only use document routing if you have selected the Document Routing Distribution Control checkbox on the Document Management Settings screen.
If you haven't already done so, set up your document routing distribution groups.
On the Enter Contract Invoice screen, enter the details of the contract invoice and assign it to a posting group.
Select the users and/or the document routing distribution group that will review the contract invoice.
Create the PDF file for the invoice, and save the invoice as a draft.
If needed, contact the reviewers to advise them to review the contract invoice.
On the View Ontract Invoice Log screen, periodically view the status of the document routing for the contract invoice to monitor the review process.
If needed, modify the details of the contract invoice.
Once the invoice is approved, review the contract invoices in the posting group.
Create the PDF file for the invoice; view, print, or email the invoice; and save the invoice as ready to post.
Post the contract invoices in the posting group.

Note: Once you post a contract invoice, you can no longer modify it. If you need to make any changes after posting, use the Adjust Contract Invoices screen.

After you create a contract invoice, you may want to:

Create a Contract Invoice and Route It for Approval

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