Self-Billing Invoice Statements

Self-Billing Invoice Statements

The ‘Statements’ tab provides you with an overview of all self-billed invoices, ready for export. Use the filters to drill down by user. To export the data, click ‘Export' to send an excel version via email, or click the PDF download button on the table.

User permissions required: Owner, Process Administrator or Manager with Self-Billing permissions

  1. Go to Main Navigation > Self-Billing Management > Authorise Self-Billing > Statements
  2. Filter by date and click Search
  3. Filter the Self-Billing Items Summary table using the columns as necessary
  4. Click the View icon to view individual invoice details, this can be viewed as a PDF by clicking Download PDF
  5. Click Export – an email will be sent to the Owner's primary email address with the exported data attached in an excel spreadsheet
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