In Unica Plan, you can view all changes that were made to an invoice, including the time and date of the changes and the type of changes made.

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. Different line items can be attributed to different projects, programs, and 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.