When you're notified that an external vendor has submitted an invoice for a Meld, that invoice will instantly appear under the Payments tab of the Melds page.
Note that as soon as you navigate to the Payments tab, you have the ability to filter your invoices, allowing you to see exactly which invoices you need to focus on.
How to Set/Change Invoice Status
After you decide whether or not you need to review the invoice, you can then select the status of the invoice via the drop-down arrow.
1.) If you decide to pay the invoice, you'll get to choose how you record payment. You can use this as a method of record-keeping to check for consistency against your internal accounting and payment methods.
2.) If you decide to decline the invoice, you'll be prompted to enter information for the vendor to read as to why the invoice is being declined.
3.) If you decide to place the invoice on hold, you'll be prompted to ask the vendor for changes to or clarification on the invoice. The vendor will be notified of your request, and will be prompted in turn to resubmit the invoice to your satisfaction.
NOTE: once an invoice has been marked Paid or Declined, the invoice will be considered "closed", and no further editing will be possible.
How to Filter Invoices
1. Go to "Payments" under melds. Click on the "Filter" dropdown.
2. Select the filtering options as per your requirements, and click on "Apply Filters".
3. You'll get the list of all relevant invoices based on your filter selections.
4. You can save the filter by clicking "Save" (located next to "New Filter"). Name your new filter and click "Save Filter".