IMU_Line Item Notes

Line Item Notes

Use line item notes to provide further information about a line item on an invoice. A servicer or a vendor can only add or edit a note before the invoice is submitted. The servicer can only add or edit a note when the invoice is released back to the vendor for changes. Once the invoice is placed in a review status of any kind, line item notes become view-only. A note icon that is green indicates that a note has been added.

If milestone billing is activated by the servicer and the vendor submits an invoice that exceeds the milestone guideline amount, a message will display asking the vendor to provide an explanation or cancel the line item. If the user clicks OK, the Line Item Note screen will appear, requiring an explanation.