This article describes the Invoice activity from the Value Tab.
NOTE: You must have Enabled permissions for the Case > Value Tab and Case > Invoicing Tab.
The Activity Feed keeps a full record of all changes to Invoices and Trust requests (create, edit, delete, approve, pay). The Timeline view shows a condensed listing of changes.
Additional information can be accessed from the Grid view.
The expanded grid or pop-up shows changes that have been made to Invoices and Trusts fields:
Invoice Number
Status
Bill To
Invoice Type
Issue Date
Due Date
Description
Invoice Total
Due
Denial Reason
Select an activity to display full details of the action. Depending upon the Action Type and the fields that were updated, a pop-up with different options will display. Click the X to close the activity popup.
Click the View button to open a preview pane of the invoice.
From the preview pane, click the first icon to download the invoice. Click the arrow icon to open the invoice detail view. Click the X to close the preview pane.
The Edit button will also bring you to the detail view of that invoice.
