IMOS On-Prem - Invoice Actions

View IMOS Documentation in the Help Center.

Configuration flag CFGEnableInvoiceNotes enables the Invoice Action log on the Receivables Summary and Payables Summary.

With Invoice Actions, you can set up the types of actions that can be logged; you might record past or future actions relating to the collection or payment process.

Setting Up Invoice Actions

To set up Invoice Actions to be logged:

In the Financials module center , under Setup, click Invoice Actions.

Logging Invoice Actions

To log invoice actions, do either of the following in the Receivables Summary and Payables Summary:

• To open a separate Invoice Actions form, click the Notes hyperlink on the invoice line.
  
• To open Invoice Actions in the bottom half of the summary, click Display Options  at the top right and click Invoice Actions. Then click an invoice line.
  

Select a Follow-Up Action; fields are provided to record notes and manually track paid and outstanding amounts.

You can also select Follow-up columns in the Summary to create List Views that show follow-up activities organized by follow-up date.