Follow an invoice through to payment
Check an approved timesheet, the invoice amount and payment status.
Sample data only. These are learning examples, not your account screens. No records are changed, signed or sent.
1. Check the source record
A sample timesheet has one two-hour shift at $68 per hour. Its status is waiting for participant approval.
What comes before issuing this invoice?
Watch the walkthrough
This silent recording shows the practice examples above, using made-up records. Use the captions or read the transcript. Your own account is not shown or changed.
Read the video transcript
Sample learning examples only. Your real records have not changed.
- Check the source record. A sample timesheet has one two-hour shift at $68 per hour. Its status is waiting for participant approval. What comes before issuing this invoice? Resolve the timesheet review and check participant approval. Check the timesheet and resolve any corrections. Waiting for approval does not mean the participant has approved it.
- Review the amount. The sample timesheet is approved. Two hours at $68 per hour totals $136. The draft invoice shows $163. What should happen before issue? Correct the mismatch and review the invoice details. Check the hours, support items, rates, recipient, dates and total. Review the corrected invoice before issuing it.
- Separate issue, delivery and payment. The sample invoice for $136 is issued. Delivery is queued. No payment has been received. Which statement is accurate? It is issued; delivery and payment still need separate checks. ThimbleCare keeps invoice and payment records. It does not move participant funds. Record a payment only after confirming it was actually received.
Practice complete. Read the full guide for the steps in your own account.