Viewing Invoices/Credit Memos Pending Submission

Pending submission invoices are those invoices or credit memos that are submitted by the Collector and pass validations but have not yet been submitted to the agency. The Collector Administrator defines a delay period in Admin > Preferences. Invoices in Pending Submission status are available for viewing, editing, or voiding. The Collector user can also save them as drafts or resubmit them.

However, once the delay period passes, IPP automatically submits the invoice to the agency. Once submitted, you cannot edit the invoice or add attachments to it. Submitted invoices are available to view from the Pending Approval page.

To access the Invoices Pending Submission page, from the Invoice Status sidebar, click the Pending Submission link.

To search for invoices, enter a wildcard such as % in the Search field and click Go.

To view the Invoice tab, Invoice Status sidebar, or create invoices from a PO, the user must have Create/Edit Invoices permission added to the Create/Edit Invoices role. See the Collector Administrator if you do not have these permissions.

Search

To display your open invoices, enter a portion of the invoice number with a wildcard (%) in the Quick Search field to access all or click Advanced Search to limit the search to data entered in the Advanced Search page.

The Quick and Advanced Search criteria and results are not retained after you leave the page.

Add Filters

The Add Filters button displays the Invoice Filter dialog that limits the amount of open invoices that display.

The search criteria and search results are retained for the duration of the user's session.

Invoices Pending Submission

The following table explains the Invoices Pending Submission.

Field Name	Description
Invoice #	Displays a list of invoice numbers. From the open invoice in Pending Submission, the Collector can: Edit the invoice as a draft Print the invoice Void the invoice Add Attachments View Related Documents View History
PO#/Blanket PO #	Displays a list of the PO or Blanket PO numbers. Click to display the PO or Blanket PO. The following buttons are shown on the Open PO: Create Invoice - click to open a New Invoice page Create Credit Memo - click to open a New Credit Memo page Print - click to print the Blanket PO Related Documents History
Agency	Displays the Agency name. Click the link to advance to the Agency Information page.
Amount	Displays the total amount of the invoice.
Invoice Date	Displays the date the invoice was created.
Scheduled Pay Date	Displays the date scheduled for payment.
Status	Displays the invoice status.
Document Source	Displays the document source.
View button	Click to view the invoice.