CIS
Link an invoice
Connect the CIS to the correct invoice so Operations can trace the trip's commercial context.
Use invoice linking when Operations or Accounts needs to trace the commercial record supporting this CIS. The link provides context; invoice status and accounting remain in the financial record.
Link with care
- Review the invoices already associated with the trip.
- Verify that a candidate invoice is the right commercial record for this customer promise.
- Link the correct invoice for trip traceability.
- Correct an inaccurate relationship without changing the invoice's financial ownership.
A linked invoice does not prove delivery
Program execution and reporting establish field delivery. Linking or settling an invoice does not complete the required Fishing work.
| CIS helps answer | Finance remains responsible for |
|---|---|
| Which commercial records relate to this trip? | Billing, payment, and accounting truth. |
| How does an invoice relate to client and trip context? | The invoice record and its financial status. |
Return to the CIS overview or follow the complete Fishing, Guides, and CIS handoff.