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Blank pending invoice

In this article, we explain what to do if you have a blank pending invoice.

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Written by Billy Dilks
Updated over 2 months ago

If your pending invoice is not showing any data, please ensure you have completed the following checks:

  1. Check the Client records have Social Service References.

  2. Check the Client records have Purchase Orders.

  3. Is the Client on the correct contract?

  4. Ensure that the visit is marked for invoicing.

  5. Test Generating the Pending Invoice and being able to view the Data.

  6. Ensure there are actual visits that exist in CallConfirmLive to invoice.

πŸ“ŒNote: If all of the above has been checked, please ensure that you are selecting the contract from the dropdown list in Finance Manager when searching the relevant period.

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