Content Comparison

An Invoice record can be accessed from the Participant's record in the Plan Management section.

...

To add an Invoice Line Item to the Invoice, select the New button on the Invoice Line Item related list.

...

Scheduling Invoices

From the Invoice page, users are able to create and configure a schedule that automatically creates Scheduled Invoices. To access these settings, navigate to the Manage Schedule button in the top-right corner.

...

The Invoice Schedule section will show the Schedule configuration in finer details.

...

Scheduled Invoice records will be automatically created as per the schedule configuration. Some things to note when viewing a Scheduled Invoice record are:

• a new Invoice Line Item has been created for the Scheduled Invoice

• the Schedule Source Invoice field will identify the parent Invoice that the schedule has derived from