Viewing and changing the status of customer invoices

View and change the status of customer invoice records.

Note: To assemble/generate customer invoices, right-click on the form for which the customer invoice generation option is available, and then choose Create Customer Invoice.

See Understanding Customer Invoice Generation.

To view and change the status of customer invoices:

Select Work > Asset Management Services > AMS-Customer Invoices.
Select the customer invoice for which to view or change the status and then click the Record View tab.
Specify the Status of the customer invoice.

Note: The system displays all available statuses for the EIV entity, including any user-statuses created on the Status Authorizations form. However, the system does not allow some status changes regardless of the status authorizations created on the Status Authorizations form. The system allows the following status changes (and their user-status equivalents): Invoiced to Cancelled; Invoiced to Ready for Printing; Ready for Printing to Cancelled; and Ready for Printing to Invoiced.
Click Save Record.