Once the payments are completely made by the Buyers and the Supplier has confirmed the same, the invoices are moved from the Active Invoices sub-menu to the Closed Invoices sub-menu. All the Closed Invoices will appear under the Closed Invoices submenu in the Invoice and Payment Management, which can be accessed through the left-side navigation pane.
1. Search: Enter few letters of the word you are seeking. The grid will display the items based on the values entered in the Search.
2. Filter: Use the filter to display only the line items you would like to view. The filter will let you view multiple line items depending on the selections you have made. Select the invoices based on the chosen Supplier Invoice Number, Submitted On, Invoice Payment Method, or Currency Code. Further, Click on Apply to view the filtered Invoices.
3. Actions: The various Actions that are available for a Closed Invoice are
- View: View all the details of the selected invoice
- View Shipment: View the shipment-related details such as the Material Number, Shipment Number, PO Number, Shipped Quantity, Shipped Date, Receipt Status, Received Quantity, Received On, and Received By.
- Create Credit Note Request: New Credit note requests to the Supplier for the selected Closed Invoice can be created using this action. The steps are similar to the creation of credit notes we have seen under the Active Invoice section – Create Credit Note Request.