Create and review a Company invoice

Company invoices connect a contractor's invoice to its review and payment history. For invoices to your own independent clients, use “My business” instead.

Open “Invoices” from the Company's “Money” area, which may be labelled “Payments” for your own records. The page may say “Invoices” or “My invoices”. The records and actions available depend on your access and the invoice's current state; your role title alone does not grant every action.

1. Choose “New invoice”, if available. A contractor must be available to select before you can create the invoice.
2. Choose the “Contractor”. Enter the “Invoice number”, “Issue date”, “Currency”, “Decimal places”, invoice lines, and “Tax amount”. Add a “Due date” or “Memo (optional)” if needed.
3. If you have an “Original invoice PDF”, upload it and wait until it is ready. The upload does not fill in the invoice fields; enter and check those details yourself.
4. Choose “Save draft”. Review the contractor, dates, lines, currency, and total on the invoice page.
5. Use “Edit draft” for changes, then choose “Submit invoice” when it is ready for review.

Saving and submitting do not email the invoice or process payment.

Check “Approved work” alongside the invoice details and any original document. “Approve invoice” is available only when your access permits it and one approved amount matches exactly.

If the page says “Amount needs review”, “No approved work found”, or “Choose the supporting work”, resolve the supporting amount in “Review what you owe” with someone who has access.

When “Request correction” is available, explain what needs to change and choose “Send correction request”. This does not change approved work or payment records.

To revise a returned invoice, use “More”, then “Prepare correction”, when available. Update the draft, save it, and submit it again.

Choose “Download draft PDF” for a draft, or “Download PDF” for other states. The download uses the original PDF when one is attached; otherwise, it contains the invoice details recorded in Friday Falcon. Check the PDF before sharing it.

For a Company invoice you can view, “Email invoice” is available once the invoice is approved or finalized and your access permits sending. Eligible senders can connect Gmail, Google Workspace, Outlook or Microsoft 365. Some organizations require their Microsoft 365 administrator to approve Friday Falcon Invoice Email before a mailbox can connect. If no usable mailbox is available, choose “Download PDF” and deliver the PDF yourself.

1. If no mailbox is connected, choose “Connect mailbox”, then an available “Google” option (Gmail or Google Workspace) or “Microsoft” option (Outlook or Microsoft 365). Complete the provider's connection steps to return to the invoice email.
2. Review “From”, “To”, “Subject”, and “Message”.
3. Choose “Preview PDF” to check the attachment, then choose “Send invoice”.

Provider acceptance does not guarantee inbox delivery or opening. If the result is uncertain, check your mailbox's Sent folder before trying again and follow the options in “Your email history for this invoice”.

The invoice shows “Review”, “Finance”, and “Payment” separately.

“Approved — not finalized” is an invoice review state. It does not mean the invoice was delivered or paid.

On a Company invoice, “Finalized” is a review status. It does not mean the invoice was delivered or paid.

Downloading or emailing the invoice does not record payment.

When “Record payment” is available, it opens the linked contractor amount. For a payment made elsewhere, find “Enter payment”; it may be under “Already paid another way?”

Recording that payment updates the amount still owed; it does not move money. See “Enter and correct a payment made elsewhere” in the related articles below.