Search the 'PO/Invoice Pending File ' for the applicable PO: (1) If there is no PO (yellow copy) on the pending file, file the invoice in the 'PO and Invoice Pending File ' to await receipt of the PO from the receiving section, or if. the PO has been processed. Here's how to set a default payment term: Go to the Customers menu. Select Create Invoices. Choose the correct customer or job under the Customer:Job drop-down menu. On the right-hand side, search for the Customer Payment section. Click the Edit customer preferences link. Tap the Payment Settings. If a payment you sent is pending or unclaimed, it means the recipient hasn’t received or hasn’t accepted the payment yet. A payment will be pending or unclaimed if: It was sent to an email address or phone number that isn’t registered to a verified PayPal account. Pending Invoice Payment after update of status I updated my status (intangible service) and it says that the payment should come through within 7 days. Reload the Pending Invoice page. If you accept the pending invoice with cost exceptions (without settings these costs to their negotiated values), you can use the Cost Exceptions report and create a Credit Memo for such invoice. For details, see Cost Exceptions Report. The Cost Exceptions section includes the following subsections.
Pendinginvoices are a preview of a user or team's next invoice. You can think of a pending invoice as a simple queue of charges and credits, it doesn't have an invoice number and it's subject to change. A pending invoice is a convenient way for users to see what their next invoice will look like, while not creating a finalized invoice until the date specified by your organization.
Looking to access a list of your organization's pending invoices? Learn how to access them here.
Looking for a specific user's pending invoice? Click here.
Pending invoices can be updated before becoming due. Learn how to add a line item, or learn how to remove/void a line item.
If your user is ready to pay off a pending invoice, you can charge early.
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