Who can complete this task?
- Administrators and Site Staff with the Financial Management Extended Permission
Once you are ready to bill the sponsor or CRO for payment, you can export the billable items into your invoicing system, then update the invoice status to Sent. This will update the state of all of the associated billable items from Accrued to Invoiced.
Mark an Invoice as Sent
Invoices in the Draft state can be moved to the Sent state.
- Access Invoices.
- Select an invoice.
- Select Sent from the status dropdown button.
If a correction is required, you can revert the invoice back to Draft. Reverting to Draft sets all billable items back to Accrued and removes their association to any payments.
