Exclamation Point (!) on Invoice List
Purpose
- The purpose of this Knowledge Base Article is to explain the significance of the Exclamation Point on the Invoice List and how to remove it.
Video
Instructions
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.
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