Invoices

HCL® Marketing Operations allows you to view all changes made to an invoice, and records the time and date, as well as the type of changes made to the invoice.

An invoice typically bills for multiple items or services, and itemizes them. It is important to be able to capture each item or service separately, because different line items can be attributed to different projects or programs as well as to different accounts.

For example, one invoice contains two line items, the first associated with a project called Trade show, and the other associated with a program called Database Marketing Campaign. One line item can be associated with Account 1, and the other, with Account 2.

After you create an invoice, you can do any of the following actions from its Summary tab.

• Edit the summary information of the invoice.
• Add or edit line items for the invoice.
• Delete the invoice.
• Change the status of the invoice.
• Print the Invoice summary page.