What a completed review should leave you with
An invoice review note that confirms identity, source period, line items, balance, status, payment history, and next permitted action.
Evidence to collect
- Invoice identifier, franchise, source reporting period, and due state.
- Line-item labels, amounts, credits, and resulting balance.
- Payment history and the action supported by the current status.
What to do when the review finds a problem
The invoice cannot be uniquely identified from the list.
Stop and find the correct record when the franchise, invoice identifier, or source period does not match the question.
The invoice detail is open.
Reconcile each visible line item to the expected source before discussing the balance.
The amount and source period have been confirmed.
Use the status and payment history to determine the next permitted follow-up.
The line items or balance do not explain the displayed state.
Escalate a discrepancy with the invoice context attached rather than changing the record during review.
A common mistake to avoid
Taking action from a list total without opening the invoice detail and checking its source period and status.
How can teams review an invoice before taking action?
Open the invoice from the list, confirm its line items, balance, due state, payment history, and source period, then follow the available action. Immutable invoice evidence remains available for later reconciliation and audit.
Manage the work in Granite
Granite's invoice detail connects balance review to status-aware payment or follow-up actions.
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