In scenarios where an invoice cannot be provided, App Owners, SaaS Admins, and SaaS Finance users can resolve the invoice reminders without uploading any files.
This can be done in My Tasks > Missing Invoices, by selecting a reason in the Resolve dropdown:
- Already uploaded
Useful for separate payments that are invoiced together, and the invoice has already been uploaded under another payment.
- Unable to find invoice
Use when you are unable to find the invoice, but would like to resolve the reminder nonetheless.
- N/A - card validation
Use when the merchant does not issue invoices for payments that are used for card validation.
- N/A - refund
Use when the payment has been refunded and the invoice is no longer valid or needed.
- N/A - other
Useful when the reason is not any of the above.
These reasons can then be seen inside each payment in the Payments tab in each application. For example: