To ensure an accurate calculation of your actual revenue with the removal of anything that might be pending, dollar amounts from your invoices will not be counted towards revenue until they are finalized.
Note: the ability for an invoice to be finalized and the payment to be taken are two different independent pieces in Sera and it is not required for the payment to be taken to finalize the invoice.
Invoices are finalized one of two ways within Sera:
Work Completed Signature
When a technician is on-site completing the job, there is a box on the invoice that will ask for a Work Completed Signature. Obtaining and saving a signature within this box will finalize the invoice without any interference from the Admin Portal.
Admin Invoice Approval Override
If the Work Completed Signature is not obtained or is broken as a result of post-job application of a promo code, etc, Admins or Supers in the Admin Portal can provide an Invoice Approval Override by viewing the Invoice Actions dropdown within an invoice and clicking Approve Invoice. A reason is required as this override will be captured in the notes for proper tracking with the timestamp and the user who performed the override.
If your invoice is not finalized, but you have an approved quote, you will find this item in your Pending Revenue report in your Reports section. You can finalize the Invoice at that time by clicking the Invoice number, clicking Invoice Actions and then Approving the Invoice by performing the Admin Invoice Approval Override from above.