Invoice Publishing History

Use the Invoice Generation tab in the Fees Billing module to view a log of all generated invoices and how they have been sent to billing contacts.

This is useful for viewing old invoices and checking that they have been sent to billing contacts.

1. Open the Fees Billing module and select the Invoice Generation tab.

2. Open the Navigation menu on the right:
   

3. In the top right, choose the billing cycle that you want to work with:
   
   Three Invoice Publishing options are available:

   Publishing History.

   All generated invoices are listed here with their sent status.

   1. Use the filters to search for the invoices you want to view:
      
   2. Hold Ctrl to make more than one selection in each filter.
   3. Filter the results further using the filters in the column header:
      1. Enter a search term in your selected field.
      2. Click  and select how the filter should be applied to the list of invoices.
      
   4. Click to download and view your selected invoice.
   Email History.

   1. Select the invoice run that you want to work with:
      
   2. Use the filters in the column header if necessary:
      1. Enter a search term in your selected field.
      2. Click  and select how the filter should be applied to the list of invoices.
         
   3. Expand the run to view the published invoices and their published status:
      
   4. Click to view the email template that was used for the invoice run:
      
   Portal History.

   1. Select the invoice run that you want to work with:
      
      All of the publications within for the invoice run are listed along with their published status.
   2. Use the filters in the column header if necessary:
      1. Enter a search term in your selected field.
      2. Click  and select how the filter should be applied to the list of invoices.
   3. Expand the run to view the published invoices: