Open topic with navigation

Displaying Payable Invoice Details

Once you have located a payable invoice on the payable invoices home or list pages, click the payable invoice number to display the payable invoice detail page.

See Payable Invoice Fields for a description of the fields that make up a payable invoice.

The options available to you depend on your organization configuration and on the status of the selected invoice.

• Click the underlined lookup fields to display the related object's details.
• Click Edit to change selected details on the payable invoice.
• Click Manage Expense Lines to manage your expense lines.
• Click Manage Product Lines to manage your product lines.
• Click Classic View to view the document in Classic EditionThe view of the application that you see when you first install the base managed package..
• Click Classic Edit to edit the document in Classic Edition.
• Click Post to post the payable invoice.
• Click Amend Document to change selected details on the payable invoice.
• Click Discard to discard an "In Progress" payable invoice.
• Click Convert to Credit Note to convert the invoice to a credit note.

You may need to click Classic Edit to access some of these options.

Notes and attachments

You can create, view, and edit notes and add attachments from the Notes & Attachments section. This section is used to attach any internal notes you want to retain about the record. For more information, see the Salesforce Help.

Related Lists

The related lists that you see are determined by your personal customization, by any customization your administratorOne or more individuals in your organization who can configure and customize the application. Users assigned the System Administrator profile have administrator privileges. has made to page layouts or your permissions to view related data. You can click on individual items to display additional detail. Clicking New lets you directly add new items.

© Copyright 2009-2016 FinancialForce.com, inc. All rights reserved.
Various trademarks held by their respective owners.

Open topic with navigation