› Invoices and credit notes › View paid or unpaid documents

View paid or unpaid documents

Two document subcategories, paid and unpaid, are available for invoices and credit notes.

  • Use the Paid subcategory to view the date when the document was paid, as well as the payment amount.

  • Use the Unpaid invoices for report generation subcategory to retrieve a list of all the documents that have the following status.

    • Under review

    • Free for payment

    • Rejected

View paid documents

To view paid invoices and credit notes, complete the following steps.

  1. In the Worklist, select Invoices > Submitted > Paid.
  2. The paid documents are grouped by year, month, and payment date. Select the date for which you want to view the documents.
    Example: To view all the documents that have been paid in June 2017, select the following entry. 
    Invoices
  Submitted
    Paid
      2017
        June
  3. To open the Document detail view, select the document that you want to view.

View unpaid documents

To view unpaid invoices and credit notes, complete the following steps.

  1. In the Worklist, select Invoices > Unpaid invoices for report generation.
  2. To open the Document detail view, select the document that you want to view.