I would like to prevent them from appearing in the Invoice Assistant queue. Is there a setting, filter, or workflow that would allow unbillable invoices to be excluded from the list? Thank you.
Question
Invoice Assistant – Filter Out Unbillable Invoices from Queue
+6I am not aware of a filter within Invoice Assistant that will automatically exclude unbillable invoices from the queue.
The workaround I typically use is to drag the Invoice Status column to the top of the display. This allows you to group invoices by status so you can focus on the ones that are ready for processing and ignore those that are not.
While using this view, I also recommend sorting the invoice amount in descending order so the highest-value invoices appear at the top of the list. This can make it easier to prioritize your and billing process.
+25I would like to prevent them from appearing in the Invoice Assistant queue. Is there a setting, filter, or workflow that would allow unbillable invoices to be excluded from the list? Thank you.
Why don’t you push them through the invoicing process and not email them out and then apply the credit to them?
This process obviously changes for progress billings on Fixed Price Open Billing.
+12I”ve understood that
Login to the community
No account yet? Create an account
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.