Invoice Request Details/Account List

The Invoice Request Details/Account List zone lists the bills or the accounts which are added to the invoice request. It contains the following columns:

Column Name Column Description
Account Information Indicates the account for which the invoice request is created. In addition, this column has a context menu which helps in navigating to other screens in the application.
Note: It has a link. On clicking the link, the Account screen appears where you can view the details of the respective account.
Person Information Indicates the person for which the invoice request is created. In addition, this column has a context menu which helps in navigating to other screens in the application.
Note: It has a link. On clicking the link, the Person screen appears where you can view the details of the respective person.
Record Status Indicates the status of the bills in the invoice request. The valid values are:

  • Pending

  • Error

  • Processing
Bill Information Indicates the bill which is added to the invoice request. In addition, this column has a context menu which helps in navigating to other screens in the application.
Note: It has a link. On clicking the link, the Bill screen appears where you can view the details of the respective bill.
Error Message Displays the error message indicating the error that occurred while processing the bills in the invoice request.
Recent Billed Date Displays the date of the bill that has been recently processed from the invoice request.

A check box appears corresponding to each account. On selecting the check box, and clicking the Exclude button, you can exclude the account from the invoice request. You can also select multiple accounts at the same time. In addition, you can select the check box corresponding to the column header. This allows you to exclude all accounts listed in the respective page from the invoice request.

Note:

Pagination is used to display limited number of records in this zone. You can use the navigation links, such as Previous and Next to navigate between pages.

The Filter icon appears when the zone is Account List.

You can filter the list using various search criteria (such as, Record Status, Account ID, and Person ID) available in the Filter area. By default, the Filter area is hidden. You can view the Filter area by clicking the Filters (The Filters Icon) icon in the upper right corner of this zone.