Introduction
The ‘Invoices’ feature stores invoices and allows a user to download them.
When an invoice is generated in our fulfilment system, it is then made available to download in CSP. A user can download an invoice from the ‘Invoices’ section of CSP, or from the respective Case Details view.
For more information regarding the Case Details view, please refer to the Case Details section of this user
guide.
Invoice Dashboard
When a user navigates to the ‘Invoices’ feature they will be presented with a grid, showing them a list of
invoices. These will be presented in Invoice Date order, with the most recent invoices appearing at the top.
The grid is populated with invoice information so that it is easy to identify invoices.
The following fields appear in this grid:
- Invoice files – This column displays the invoices available to download (pdf, xls, txt).
- Invoice date – This is the date the invoice was generated internally.
- Invoice recipient – This is the name of the owner that is responsible for paying the invoice.
- Currency – This column shows what currency the invoice is in.
- Invoice total – This shows the total invoice amount.
- Kind of invoice – This shows whether the invoice is either debit or credit.
- Kind of IPR – This shows which IP types were charged in the invoice (If a user only has access to
Patents in CSP, then they will only see invoices which include PAT IP types). - Number of services – This shows how many services were charged in the invoice.
- Invoice number – This is the unique number assigned by our internal system.
Search
If a user is looking for a particular invoice or a group of invoices, they can use the search function at the top of the page to narrow down the results.
A user can search over the following fields:
- Invoice date (Range)
- Invoice number (Contains)
- Kind of IPR (Multi-select)
- Kind of Invoice (Single-select)
- Invoice Recipient (Single-select)
- Currency (Single-select)
A user may wish to enter additional search criteria. To do this, click on the ‘Add criteria’ button. To delete any of the additional criteria, click on the red bin icon on the right-hand side.
Once a user has filled out all the necessary fields, click ‘Search’ and the grid will return the results.
Downloading
There are 2 ways to download invoices from the ‘Invoice’ section:
1. Click on the relevant file in the first column. This will download the invoice in the extension a user
selects.
2. Select the relevant checkbox(es) on the left-hand side. The download bar will appear at the bottom of
the screen. Click on ‘Download selected’ and the invoices will download into a zip file.