INV_Invoice Wizard

Invoice Wizard

The InvoicingSM wizard is a five-page template that guides you through the steps of invoice creation. Once you complete the last step of the wizard, the new invoice opens in the Invoice Editor with an invoice status of Hold. In the Invoice Editor, you can enter line items, save the invoice, and submit it to the servicer for processing.

To launch the invoice wizard and create a new invoice, do one of the following:

Click Invoice on the toolbar.
Click the Create a new invoice link in the work area of the Home page.

The wizard automatically defaults to page 2 unless you click the Back button and change the setting to show page 1 first. Page 1 contains brief instructions about the invoice creation process.

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