Use the Invoice Actions button in the top-right corner of an invoice's details page to apply the options described below. Which options are available depend on your role, the invoice's status, and whether certain features and/or settings are enabled.
- View Appeal History: Explore the appeal history, if applicable. You'll see this screen appear:
- Adjust Invoice: Make adjustments to the total of an invoice; click here for instructions.
- Send Invoice: Email the invoice details to internal users or vendor contacts. From the email modal, you can modify the subject line, add more details or comments in the body of the email, and choose to attach a PDF copy and/or any associated attachments.
- Export as CSV: Download an invoice in any status as a CSV file.
- Export as PDF: Download an invoice as a PDF.
- Pause Payment: Pause the payment on the invoice. Appears on Approved but not Paid invoices.
- Pause Approval: Change the status from Received to On Hold if further investigation or research is required.
- Resume Approval: Change the status from On Hold to Received.
- Revert to Received: Only appears for invoices in the following statuses: Approved, Sent to AP, or Paid.
- Revert to Approved: Move an invoice back to Approved. Only appears after the invoice has been Paid.
- Mark Sent to AP OR Mark Paid: Manually change from Approved to Paid or Sent to AP statuses.
- Resend to AP: Send the invoice back to Accounts Payable. Only visible in approved, paid, and sent to AP status and only selectable for administrators.
- Undo Autorejection: Move an invoice from Rejected to Received if it was automatically rejected due to billing guidelines.
- Recompute Reviewers: Only applies if Invoice Review Rules are active and have recently been updated.
- Re-evaluate: Only applies if your organization is using Onit's Spend Agent for AI-driven validation and flagging. This option prompts Spend Agent to rerun the validation check on the invoice (e.g., if billing guidelines have changed or other updates have been made).
