Review client invoices and vendor payments
Keep receivables and supplier costs attached to the right records.
Client invoices
Open Invoices and create or review the invoice linked to the client and event. Confirm the line items, amounts, currency and due date. Review the document before sending or sharing it through the available controls.
Supplier payables
Open Vendor payments to review supplier obligations and recorded payments. Open the payable to inspect its vendor, event and responsibility. Where approval is needed, submit the cost for review and wait for the applicable decision.
Record the real outcome
Use payment-recording controls only for a payment that actually occurred. A recorded payment and an online financial-processing action are different operations. Live financial processing requires an eligible plan and configured services; trial previews do not enable it.
Reconcile before reporting
Compare outstanding receivables and supplier balances with the source records. A paid client invoice does not prove that a supplier has been paid. Review changes in Reports and Budget after reconciliation.