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This article applies to:

  • Product: Pagero TMS

Archive an invoice

Archive an invoice in Thomson Reuters Pagero TMS when it has an acceptable status.
To archive an invoice, go to the
Settle
 tab and open the
Invoice
 tab. Use the official Find invoices guidance to locate the invoice you want to edit.
You can only archive an invoice when its status appears in black text. Black-text statuses include:
  • OK
  • Credit invoice received
  • Received
  • Error corrected
If the status appears in red (such as
Awaiting credit invoice
,
Error under examination
, or
Contains deviations
), the change control isn't available. Update the invoice to one of the permitted statuses before you archive it.
  1. Find the
    Actions
     field.
  2. Select
    Archive
     and mark
    Go
    .
The
General info
 tab updates to show
Archived
 as
Yes
, which makes sure that you archived the invoice successfully.

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