See your fully approved, ready-to-pay invoices in Excel spreadsheet format

Invoice packs provide a useful overview of every approved invoice's audit trail within iCompleat. Invoice packs are created in iCompleat as PDFs, which you can download, save and print.

Once you've created an invoice pack, you can submit it for approval by a designated invoice pack approver. You might even be able to approve the invoice packs you create yourself if an iCompleat administrator has granted you permission.

An invoice can only be part of one invoice pack. Adding an invoice to a pack will mean that it won't be available to add to future invoice packs.

One of your company administrators will have set up the permissions for the relevant users to create and approve invoice packs.

 

Create an invoice pack

1. On the iCompleat homepage, select Invoice packs.
2. Under Create a new invoice pack, enter a Description for your invoice pack.
3. Switch the toggles on/off to include Invoice details and/or Approval timelines in the pack.

   If you choose not to include invoice details in the pack, only the invoice PDFs will be added to the pack.

   
4. Click Create new pack.

   This button won't be available if there are no approved invoices in your company available to add to a pack.

   
5. Decide whether you'd like to add all available invoices, or select specific invoices.

   We'll choose invoices in this example.

   
6. A list of all fully approved invoices in your company appears.

   Tick the checkboxes next to the invoices you'd like to add to the pack, and then click OK.

7. If you're an invoice pack approver you'll be asked if you wish to approve the invoice pack now.
8. Your invoice pack is created!

   If you approved the invoice pack, it will have a View button in the View Pack column.

   If you didn't approve the invoice pack, it'll have an Approve button in the View pack column if you're an approver, or a message saying Awaiting Approval if another user needs to approve it.

 

Retry a failed invoice pack

Invoice packs can fail on rare occasions, and a quick retry can be enough to rectify the issue and create the pack successfully.

To retry an invoice pack, just click the Retry button next the failed pack, like this:

 

 

Viewing and printing invoice packs

Once an invoice pack has been approved, you can view it and print it.

To view an invoice pack, just select Invoice packs on the iCompleat homepage, and then select View next to the invoice pack in the list.

The invoice pack will automatically download as a PDF.

 

 

Export invoice packs to Excel

You can export a detailed list of your invoice packs to Excel, giving you an overview of the approval status of all of your invoice packs, along with key details like their gross values, creation date, and how many invoices are in each pack.

To do this, just select Export to Excel above the list of invoice packs.

The export may take a few minutes depending on how many invoice packs you're exporting.

Once the export is finished, the spreadsheet will download automatically to your computer.

 

 

Your Excel spreadsheet will look something like this:

 

 

 Still got questions? Comment below and let us know how we can improve this guide.