How to Resolve an Invoice

You can resolve an invoice on the Invoices-view of the following Cards, where the functionality is identical:

1. Main Card
2. Case Card
3. Client Card
4. Payer Card

In this article, we will resolve an invoice on the Main Card.

Head over to the Main Card, Invoices-view, under the Drafts section.

You can search for the invoices you want by scrolling through the list of invoices or filtering them.

To learn more about filtering invoices, click here.

There are two ways to resolve an invoice, and they are as follows:

1. Resolving a single invoice
2. Resolving multiple invoices

1. Resolving a single invoice

Click the 'Three Dots'-icon.

The following drop-down dialog will appear, click the Resolve button, and you are done.

2. Resolving multiple invoices

Select a single or multiple invoices.

Or select here to select all invoices.

Click the Resolve button, and you are done.

Note:

1. Ensure that you are a Case Manager, a Client Manager, a User with 'Invoice Approval Responsible'-role, or a User with 'Accounting'-rights set up to be able to access Invoices-view.