Chargebacks › Department Invoices

Department Invoices

Each department charged for the cost of delivered investments and services receives an invoice for each time period. You can view invoices periodically to monitor charges, make corrections, approve or reject invoices, and manually regenerate invoices.

The investment or service manager sets up the debit rules that identify the departments that get charged and the percentage of the cost they are debited.

More information:

Investment Chargebacks

Invoice Prerequisites

How Invoice Approval Works

Invoice Adjustments

Access Department Invoices

View Invoice Details

Submit Department Invoices

Lock and Unlock Department Invoices

Approve or Reject Department Invoices

Regenerate Department Invoices

Recall Department Invoices