Exclamation Point (!) on Invoice List
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When pre-planning data is modified in the system, invoices that reference this information may become outdated.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
- The exclamation point is a visual indicator that pre-planning data like a billing address or an Invoice Contact has been updated.
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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