Purpose Statement

The exclamation point indicator on the Invoice List serves as a visual alert to notify users when pre-planning data such as billing addresses or invoice contacts has been updated. This feature ensures users are aware of changes that may affect invoice accuracy and provides options to either update the invoice with new information or ignore the changes while maintaining data integrity.

Background Information

When pre-planning data is modified in the system, invoices that reference this information may become outdated. The exclamation point indicator appears next to affected invoices to prevent billing errors and ensure accurate invoice processing. This feature is particularly important for maintaining compliance with billing standards and ensuring customers receive invoices with correct contact and address information.

Required Permissions

Access to Invoicing module
Invoice List viewing permissions
Invoice editing capabilities
Pre-plan data modification rights (depending on user role)

Video

Step-by-Step Guide

1. Click on Invoicing.

2. Then on Invoice List.

3. Note the exclamation point next the the address.

The exclamation point is a visual indicator that pre-planning data like a billing address or an Invoice Contact has been updated.

4. Click on edit to edit the invoice.

5. A dialog window will open and list the changes to the Pre-Plan Data and/or Invoice Contact.

6. Option #1: Click on Update Invoice to update the Location Name, Billing Address, or Invoice Contact.

7. Click on Close when done.

8. Click on Yes to save the changes or No to not save your changes.

9. Option #2: When selecting Ignore Changes, the user will not be able to update the Location Name, Billing Address, or Invoice Contact.

10. Click on Close.

11. Click on Yes to save the changes or No to not save your changes.

12. If a Pre-Plan is in Ready for Review Status, note that some data cannot be changed until the Pre-Plan is Published. See Orange Banner.

Best Practices

Address exclamation points promptly to maintain invoice accuracy
Review all changes carefully before choosing to update or ignore
Consider the impact of ignoring changes on customer billing accuracy
Coordinate with team members if pre-plan updates affect multiple invoices
Complete pre-plan publishing process before attempting to modify invoices with review status restrictions

Troubleshooting & FAQs

Q: Why can't I update certain invoice data? A: Check for an Orange Banner indicating the Pre-Plan is in "Ready for Review" status. Data changes require the Pre-Plan to be Published first.

Q: What happens if I ignore changes? A: The invoice will retain original information, but the exclamation point will remain until you choose to update with new data.

Q: Can I undo my choice to ignore changes? A: Yes, you can edit the invoice again and select "Update Invoice" to incorporate the changes.

Q: Will the exclamation point disappear after I make a selection? A: The indicator will disappear once you either update the invoice with new data or the underlying pre-plan data discrepancy is resolved.

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Exclamation Point (!) on Invoice List