Approving Invoices

Created by Cameron Boyd, Modified on Wed, 6 Nov, 2024 at 9:30 AM by Cameron Boyd

When approving an invoice, verify the following information:

  1. The "Bill To" customer.
  2. The invoice date and due date.
  3. The work order(s) on the invoice.
  4. The invoice lines, including the date of service, technician, hours and total.  Also read the line descriptions to make sure they make sense.
  5. The invoice totals.
  6. Compare the invoice lines to the attached SM Work Order Timecard Detail report and verify that the lines match.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article