Viewing an Invoice History

An Invoice History is a report of all status changes made to an invoice by eBillingHub users or eBilling vendors. Even if the invoice was paid in full and no longer on the Active Invoices list, you can still view its history.

Use the Invoice History to determine:

· Who updated each status and when

· If the invoice was rejected and resubmitted

· If the invoice was processed though the Billing Wizard or Quick Invoice more than once

Each time an invoice is rerun through the Billing Wizard or Quick Invoice, eBillingHub assigns a different reference number.

To run a history report for an invoice, follow these steps:

1. Select Invoice History from the Tracking menu.

2. Enter an invoice number and click Retrieve to display an invoice history report similar to the following example:

The report lists each status change on a separate line with the most recent status listed first. The following table explains the Invoice History report columns.

Column	Use/Meaning
Recipient	Identifies the name of the client to which the invoice was mapped when it was processed through eBillingHub.
Total Due	Lists the sum total of all invoice line items related to payments due.
Invoice Date	Lists the date of the invoice from your firm's Time and Billing system.
Ref #	Lists a unique reference number assigned by eBillingHub for each time the invoice was processed through the Billing Wizard or Quick Invoice. Invoices are assigned a reference number whether they are automatically submitted to an eBilling vendor or placed on hold.
Status	Lists the status of the invoice in eBillingHub with the most recent status listed first. To view tracking information for green color-coded statuses (ebilled, in review, approved, payment sent, and reduced) click the status text. To view rejection reports for red color-coded statuses (rejected, appealed, and more info required) click the status text. For a description of each status, click here.
Status Time	Shows the day and time that the status was changed to the status listed in the Status column.
User	Identifies the eBillingHub user, or eBilling vendor (via an email response to eBillingHub), who initiated the status change.
View Invoice	Click the View link in this column to display the invoice data in the format required by the eBilling vendor or client.

3. To view a summary of all status changes, click the View Details link:

4. To print the summary details, click the Print icon . To close the screen, click the Close icon .