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Who: |
Matter Manager + Accounts |
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Why: |
The Provider submitted an Invoice that has been approved but not finalised. Finalisation of invoices is part of the matter closure process. |
1. Select Invoices menu > View and Pay Approved Invoices
The View and Pay Approved Invoices screen appears.
2. Use the Search fields to find a specific invoice or you can simply click the "Search" to view all the invoices approved for payment-to-date
3. Enter the Payment Ref and make sure the tick box is selected
4. Click the Pay Selected Invoices button:
A confirmation pop-up will show advising the number of selected invoices you wish to Pay and Close.
5. Click OK to continue
The invoice record(s) will disappear from the list and 0 records will display.
The invoice is now at a finalised status of PAID AND CLOSED
Approve - Pay & Close (singularly)
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