# Mark an Invoice as Ready to Send or Sent

Source: https://sites.veevavault.help/gr/sitevault/ctms/fin-invoice-send/

**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 advance the invoice through its workflow to generate the finalized invoice document and update the invoice status to _Sent_. Updating an invoice to _Sent_ automatically updates the state of all associated billable items from _Accrued_ to _Invoiced_.

## Mark an Invoice as Ready to Send

Use _Ready to Send_ to indicate to all users that the invoice has been reviewed, but not sent.

1. Navigate to **Finance \> Budgets & Billing \> Invoices.**
2. Select an invoice in the **Draft** state.
3. Select **Ready to Send** from the status dropdown button. 
  - **Address Reminder:** If either the **From Address** or **Bill To Address** is blank, SiteVault displays a dismissible warning reminding you to include an address. You can dismiss the reminder and proceed if addresses are not required.
  - **Invoice Date:** You will be prompted to confirm or enter the **Invoice Date**.

4. Once moved to _Ready to Send_, SiteVault generates the finalized invoice document and files it to Study eBinder.

## Mark as Invoice as Sent

Use the _Sent_ status to indicate that the invoice has been issued.

1. Navigate to **Finance \> Budgets & Billing \> Select Study \> Invoices.**
2. Select an invoice.
3. Select **Sent** from the status dropdown button.
4. Select the **Sent Date**. This date is recorded and displayed in the invoice details.
5. Upon completion, the associated billable items automatically transition from _Accrued_ to _Invoiced_.

## Revert an Invoice

If a correction is required after an invoice is marked as _Sent_, you can revert the invoice back to _Ready to Send_ and then to _Draft_. Reverting to _Ready to Send_ sets all associated billable items back to _Accrued_.

 [Select here for an interactive demo.](https://veeva.share.arcade.software/share/3qGPytAXBXXMGKLM6kg9)