Tour of Invoices

Understand How Invoices Work

Generate an Invoice

Review Invoice Details

Troubleshoot Invoices

Review Invoice Details

Who is this article for?

Owners, managers, accountants, and authorized team members responsible for invoice accuracy and review.

Review Invoice Details

Reviewed by: Selio Support Team

Last updated: January 1, 1980

Summary

Review invoice details carefully so your team can verify the billing document before using it for business follow-up or internal control.

Make sure the invoice already exists
Open the correct invoice record before reviewing anything
Confirm the team knows which fields matter most for internal verification
Use the invoice itself as the reference, not memory or assumptions from the shift

Open the invoices area or the invoice linked to the relevant order or transaction.
Select the invoice you want to review.
Review the billing details shown on the document.
Check the invoice amount and operational context carefully.
Confirm the invoice matches the intended customer or business billing information.
Verify the invoice before moving to any next business step.
Return to the invoice list or related transaction context if more review is needed.

The wrong invoice is being reviewed: Confirm the invoice belongs to the correct order or transaction before checking details.
Billing information looks incomplete or wrong: Recheck the invoice generation step and the original billing data.
The team verifies invoices from memory instead of document data: Always use the live invoice record as the source of truth.
Invoice questions are answered too quickly during rush: Pause and open the real invoice before confirming anything to a customer or colleague.