Who is this article for?
Owners, managers, accountants, and authorized team members responsible for invoice accuracy and review.
Reviewed by: Selio Support Team
Last updated: May 14, 2026
Summary
Review invoice details carefully so your team can verify the visible invoice status, legal billing data, and sharing options before using the document for business follow-up.
Before you begin
- Make sure the invoice already exists
- Open the correct invoice record before reviewing anything
- Confirm you have access in Selio Manager to the Invoices section
- Use the invoice itself as the source of truth for the legally required billing data
- Remember that the invoice is issuance-only in this flow: it cannot be edited, cancelled, corrected, or reversed from this article's workflow
Steps
- Open the Invoices section in Selio Manager.
- Select the invoice you want to review.
- Review the visible invoice status.
- Check the legally required billing data shown in the invoice details.
- Confirm the invoice matches the intended customer or company billing information.
- Use email sharing if the document needs to be sent out.
- Return to the invoice list or related transaction context if more review is needed.
Troubleshooting
- 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 original transaction and billing data before issuing a new invoice where the business process allows it.
- The team verifies invoices from memory instead of document data: Always use the live invoice record as the source of truth.
- Someone expects to edit, cancel, storno, or correct the invoice from this flow: Escalate operationally; the validated Selio flow for this article supports issuance and review, not post-generation editing or correction.
- Invoice questions are answered too quickly during rush: Pause and open the real invoice before confirming anything to a customer or colleague.
