Invoice/Request Information

Expand and collapse the following frequently asked questions for more information.

Can I open the attachments listed for this invoice/request?Can I open the attachments listed for this invoice/request?

You cannot open the attachments listed for this invoice/request.

How do I view agreements, scheduled payments and disbursements that reference the selected invoice/request?How do I view agreements, scheduled payments and disbursements that reference the selected invoice/request?

Select the Reference link from the three-dot menu at the top of the Invoice/Request Information page.  This transitions you to the Referenced Transactions by Invoice/Request page, which displays a listing of the transactions that reference the record you selected.  In this case, “referencing” refers to transactions that are part of the same purchasing/payment or grant/payment chain; for example, a check references a payment request and a payment request references a purchase order.

How do I view the invoice/request in PDF format?How do I view the invoice/request in PDF format?

Select the PDF link from the three-dot menu at the top of the Invoice/Request Information page. The PDF link will give you the option to download and/or open a PDF file that displays all of the information pertaining to the transaction, allowing you to save and/or print the transaction for your records. An error is received when selecting the PDF button if site setup prohibits this action.