An Invoice can be submitted for approval, which automatically moves it to a Pending status.
NOTE: To submit an invoice, you must have Modify permissions to Case > Invoicing Tab.
To submit an invoice:
On the Invoices tab within the Value Tab of a Case, click the kebab menu and select the View/Edit option or double-click an invoice to access the detail view.
Click the Submit button on the top right.
Confirm your intention on the Submit for Approval window by clicking the Submit button.
The Invoice will automatically be flagged as "PENDING". Refer to Approve/Deny Invoices for details on approving and denying invoices.
NOTE: Once an invoice is submitted, Value items in that invoice can be removed (by clicking the kebab menu in the Invoice detail view) and the fields above the grid can be modified. If the last remaining Value item in an Invoice is removed, the invoice will display with a $0.00 Due amount and can be deleted [link to delete invoice], if needed, from the Invoices tab list view.
The new status of this invoice will also display in the Invoices view.
This submission will also display on the Activity Feed for the Case.
