Closing an Invoice

1. Navigate to the Invoices Section

• Go to the Billing section in the left pane and click on Invoices.

2. Click on the Open Invoices Tab

• At the top of the page, click the Open Invoices tab to view the list of Open Invoices.

3. Open the Invoice Details

• Click anywhere on the invoice line to open its details.

4. Click Close Invoice

• On the Details tab of the invoice, locate the Close Invoice button in the top-right corner.

5. Confirmation Modal

• A confirmation modal will appear asking for the reason for closing the invoice.

• Type your reason or comment in the text box.

6. Finalize Closing

• Click Close again to finalize closing the invoice. The status will now be changed to Closed.

• It can be reopened if the Pmt. AMT is changed and Saved.

Note: After closing, the invoice will move to the Completed Invoices tab.