Mark as Ready

Mark invoice as Ready

 Roles: Branch-based acquisitions users can only manage invoices and invoice items for a branch where they have the appropriate permissions. See About branch-based acquisitions.

Changing an invoice's status to Ready prevents editing it. The Ready status is often used to mean the invoice is ready to be imported into a separate financial system used by the library.  

1. From the left navigation, click Invoices > Invoices.
2. Search for an open invoice. To find an invoice, see Search and filter invoices or Search and filter invoice items.
3. From the search results, click the Invoice Number.
4. Click Mark as Ready at the top of the screen to change the invoice status to Ready.

    Note: If the Total Cash Balance will be over-expended by marking the invoice as Ready, you will receive a warning message including a table that summarizes the over-expenditure and the option to continue or cancel.

5. (Optional) Click Reopen invoice at the top of the screen to change the invoice status back to Open.