Validating the invoice details is an important step in the placement process within HA. This tells administrators that the invoice details are correct and that the invoice is okay to send based on the instructions provided. In this example, the invoice is to be sent on the candidate's start date which is August 3, 2020. However, the invoice details have not been validated by the Account Executive(s) involved in the placement.
Before the invoice administrators can send the invoice to the client, the Account Executive(s) involved in the placement must validate the details by clicking the Validate the Invoice button, as pointed out in the figure above.
Once the invoice has been validated, the window will refresh and the notice will change from red to green, as shown in the figure below.
In addition, a history entry will be recorded on the placement which records the user who validated the placement.
A confirmation email is then sent to all of the users involved in the placement as well as the invoice admins (if enabled). Once a user has validated the invoice details, only administrators can invalidate them or they can be changed back to not being validated by updating something in the Invoice Details area.