Process Invoices
Once Automatic Invoicing has populated the header data for the PDFs in the batch, you can review the results, correct any errors, and then send the invoices to your ERP system.
On the Process page, you can review each of the invoices in the batch by selecting them from the row of thumbnails at the top of the page. Check the values in the Invoice Details section of the page with the invoice shown in the PDF viewer on the right-hand side. Make corrections as needed before sending to your ERP system.
When an invoice is successfully sent to Vista, a green checkmark appears on the thumbnail image.
You can also see a record of the uploads to Vista by selecting the Completed tab.