After reviewing an invoice, billing specialists can mark the invoice as "Ready" to indicate that it can be invoiced and finalized. This article covers how to mark invoices as "Ready."
Parties Responsible for Process
Accounting
AR/Invoicing
Before You Begin
Only invoices with at least one transaction may move to the "Ready" status.
Steps
From the Invoice Detail
Navigate to Invoices.
Locate the invoice you would like to mark as ready.
You can use Search and the column filters to narrow your selection.
Open the invoice by selecting in the invoice row
Select Action > Mark as Ready.
Mark Multiple Invoices as Ready from Invoice List
Navigate to Invoices.
Check the box next to each invoice to mark as ready.
Select Action/# Selected > Mark as Ready.
After marking the invoice as ready, you can move on to Finalizing Invoices.