Get information about an invoice & payment:
Once you click on the invoice, a window will open on the right-hand side of your screen, on which you will find all the needed information about the invoice and the payment.
The default view of an invoice is as shown in the first screenshot. In order to have more information, you simply have to click on the little arrow. The panel will then expand.
In some cases, invoices pulled from Xero have no attachment. You will be able to attach a document by clicking on the arrow logo.
You cannot edit or delete invoices that have been imported from Xero.
The default view of a payment is as shown in the first screenshot. In order to have more information, you simply have to click on the payment status. The panel will then expand.
Information about invoice statuses:
To pay: The invoice is ready to be paid
Outstanding balance: The invoice is partially paid
Information required: The invoice needs complementary information before it can be paid
Approval refused: The approver refused the payment of the invoice
In approval: The invoice is awaiting for the approver’s answer to make the payment
Waiting for supplier: The invoice is planned and is waiting for the supplier’s payment information. It will be paid once the supplier enters his bank details
Planned: The invoice’s payment is planned and will be executed automatically at a date in the future
Paid: The invoice was successfully paid
Duplicate invoices:
An invoice can be marked as duplicate if another invoice is exactly similar or if there are similarities with another invoice with the supplier, the amount or the invoice number.
Libeo indicate the duplicate at different steps:
In the “Review” tab at the end of the each line with a “Warning” sign in orange and during the review of the invoice with the following message:
In the “Pay” tab at the end of the each line with a “Warning” sign in orange and in the invoice panel with the following message:
In order to handle a duplicate, click on the clickable link in order to compare the invoices and delete one of them if needed.
If you want to pay in invoice that was identified as duplicate, Libeo will warn you about it and ask you to confirm or cancel the payment.
