Page 1 - How do I Review the Email Status, Invoice Image and Supporting Documentation
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Review the Email Status, Invoice Image, Support Documents for an Invoice
How do I Review the Email Status, Invoice Image and Supporting Documentation for an
Invoice?
Overview
Compass allows you to email a pdf. version of the invoice to a customer. This job aid walks through how to review the
email status and any attachments associated with the invoice.
The system requires the following for emails to be sent to the sponsor:
A contact should be defined for the sponsor
An email address must exist for the sponsor contact
The sponsor contact should be associated with the location selected on the bill
For detailed steps on creating the sponsor contact and assigning the contact to a location, refer to the Job Aid:
How do I Setup an Email Address to Receive Invoices for an Existing Customer
A. Review Email Invoice Log
B. View Invoice Image and Supporting Documentation
Navigation
A. Review email Log
Navigator > Billing > Review Processing Results > Review Email Invoice Log
After running the invoicing process, use the Invoice Log to review if the invoice was sent without errors.
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Emory Confidential and Proprietary Last Revised on 2/19/2018 Return to Table of Contents
