BD-03 Managing Invoices

Description:
How to view, search, download and track invoices within Elevate.

Prerequisites:

• You must be logged in through your buyer account.
• You must have the required invoice permissions. For details, see User Roles and Permissions.

Steps:

1. Click the Invoices icon on the left-hand navigation menu.
2. View all invoices available to your organisation.
3. Use the search and date range filters to locate specific invoices.
4. Use the  controls at the bottom of the page to navigate through results or change the number of invoices displayed.
5. Select an invoice to open its details.
6. Click View History to see the invoice workflow and status history.
7. Click Download to save a PDF copy of the invoice.
8. To download multiple invoices, use the bulk download option from the main Invoices page.

The invoice management page showing invoice search, filtering, invoice history, and download options.

Viewing Project Invoices

1. Click the Projects icon on the left-hand navigation.
2. Search for or select the project you want to view.
3. Open the project and select the Invoices tab.
4. Review invoices linked specifically to that project.

Tips and best practice:

• Use date range filters to quickly locate invoices from a specific period.
• Check invoice history when investigating approval, payment, or status queries.
• Use bulk download when exporting invoices for audit or reporting purposes.
• View invoices through the project record when reconciling project spend.

What happens next:

• You can review invoice history, download copies for your records, or continue managing invoices at project level.