This article will guide you through viewing and understanding a pending company invoice.
Navigate to Setup > Corporate Sales > Company Setup.
Click on the edit pencil next to the existing company profile.
Under the Invoices tab, there should always be a pending invoice. This invoice is constantly collecting member invoices. All member invoices (past, current and future) should appear, at some time, in a pending invoice. At the top of the screen, you will see a pending amount. This is a sum of all invoices contained inside the pending invoice. To view in more details the pending invoice, click on the green plus sign. This will display a list of member invoices including Due Date, Invoice #, Status, Invoice Amount and Member Name.
This will display a list of member invoices including Due Date, Invoice #, Status, Invoice Amount and Member Name. All future dated invoices will remain in the pending invoice until their due date comes. Their date is marked in red to indicate they are in the future. Future dated invoices cannot be added to opened invoices until it's due date.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Member Management : General - Can setup and manage Corporate Sales accounts