Chargebacks › Department Invoices › View Invoice Details

View Invoice Details

You can view invoice details, prior period adjustments, and the invoice amount. You can also take actions on invoices, such as approve or reject, depending on their state.

To view invoice details

1. Open the invoice.
2. Click the Invoice Number link to review invoice details.

   Details of the invoice appear on the Invoice Properties page.

3. View the following information:

   Investment

   Displays the investment from which the charges originated.

   Current Amount

   Displays the amount of the charge for the specified time period. Click this link to view transaction details.

   Prior Period Adjustment

   Displays he amount of an adjustment that occurred during a previous time period. If zero, then no prior period adjustments were made. Click this link to view adjustment details.

   Total Amount

   Displays the total amount of the charges less adjustments for the specified time period. Click this link to view transaction details.

   Subscription

   Indicates whether you have subscribed to a service. A check mark is displayed if you have subscribed to a service.

4. Do one of the following:
   • Click the Amount link or Total Amount link to view transaction details.
   • Click the Prior Period Adjustment link to view prior period adjustment details.

   Key information includes:

   Type

   Indicates if transaction is a work-in-progress (WIP) or an adjustment.

   Amount

   Displays the amount of the transaction.

   Percentage

   Displays the percentage charged to service.

   Example: 100%, indicates that the investment is used by one service, and 50% indicates the investment is shared between two services.

   Scaled Amount

   Displays the scaled dollar amount based on the percentage charged to the service.

5. If the invoice is not yet approved, you can do the following (depends on granted access rights):
   • Submit the invoice.
   • Lock or unlock the invoice.
   • Approve or reject the invoice.
   • Regenerate the invoice.

More information:

Access Department Invoices

Submit Department Invoices

Lock and Unlock Department Invoices

Approve or Reject Department Invoices

Regenerate Department Invoices