--- title: "Inventory Invoices Overview & Security" slug: "ap-invoices-overview-security" description: "View and filter AP invoices in the Inventory app. Covers required permissions, grid columns, and links to invoice workflows." updated: 2026-08-27T21:31:18Z published: 2026-08-27T21:31:18Z canonical: "docs.restaurant365.com/ap-invoices-overview-security" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt > Use this file to discover all available pages before exploring further. # Inventory Invoices Overview & Security The **Invoices** page lists all AP Invoices and Credit Memos entered in the system. On this page, view details about each AP invoice and AP credit memo, including its status, and can create saved table views to make review easier and more efficient. AP invoices and credit memos are created and accessed for editing from this page. When AP invoices are finalized, they can be marked as completed and then sent to be reviewed and approved by users with approval permissions. Additionally, users with invoice template permissions can create invoice templates from this page. These templates can be used to create recurring invoices more efficiently. --- ## Security **Invoice page permissions are found in the permission tree as follows:** > [!WARNING] > These Permissions are for AP invoices in the **Inventory app** and do not provide access to AP Invoices within the Accounting application. - **Food** - **AP Invoices** - View AP Invoices Within Food - Edit AP Invoices - Create AP Invoices - Assign Missing Items - Complete AP Invoices - Unlock AP Invoices - Approve AP Invoices - Unapprove AP Invoices - Delete AP Invoices - **AP Credit Memos** - View AP Credit Memos Within Food - Edit AP Credit Memos - Edit Non-EDI AP Credit Memos - Edit EDI Credit Memos - Create AP Credit Memos - Assign Missing Items - Complete AP Credit Memos - Unlock AP Credit Memos - Approve AP Credit Memos - Unapprove AP Credit Memos - Delete AP Credit Memos - Delete Non-EDI AP Credit Memos - Delete EDI AP Credit Memos - **AP Invoice Templates** - View Invoice Templates - Edit Invoice Templates - Create Invoice Templates - Use Invoice Templates - Delete Invoice Templates These permissions can be added to [custom user roles](https://restaurant365.us.document360.io/doc/docs/custom-user-roles) or [individual users](https://restaurant365.us.document360.io/doc/docs/users-overview-and-security). The [Permission Access report](https://restaurant365.us.document360.io/doc/docs/generating-a-permissions-access-report) can be used to determine which user roles or users already have these permissions assigned. For more information, see [User Setup and Security](/doc/docs/user-setup-security-and-location-access). --- ## Navigation ****Navigation Steps**** 1. Open the **Inventory** app. 2. Click **Invoices**. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-5YPMLX02.png) ****Search**** Navigate to pages with the [R365 global search bar](/doc/docs/r365-search): 1. Enter all or part of the **page name** in the R365 global search bar. 2. Select the page from the results list. > Only enabled pages can be searched for. If the desired page is not enabled, contact your CSM for assistance. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1745007955784.png) --- ## Invoices Page The invoices page is broken up into two tabs, the **Invoices** tab and the **Templates** tab. On the Invoices tab, view a list of created invoices and the associated information. Click an entry in the grid to open the invoice or credit memo as a sidesheet The Templates tab lists all AP invoice templates. AP invoice templates can be used to create templates more efficiently. Read more about [AP invoice templates](/doc/docs/ap-invoice-templates). ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-JJRP86G6.png) ### Column Details The invoices table shows the following information: | Column | Description | | --- | --- | | Type | Whether the invoice listing is an AP invoice or an AP credit memo. | | Status | Status of the invoice. Users may see any of the following: - In Progress - Completed - Approved - Invoiced | | Location | The location that this invoice is associated with. | | Missing Items | Whether this invoice has any missing/unlinked items. | | Attachment | Whether this invoice has any attachments or not. | | Number | The identifying number associated with the invoice. | | Date | The invoice date. | | Vendor | The vendor that this invoice is associated with. | | Total | Total on the invoice. | | PO Number | Identifying number of the purchase order that is linked to the AP invoice. Click the PO number in the grid to open the purchase order. Read about linking [AP invoices and purchase orders](/doc/docs/ap-invoices-link-purchase-order). | | Comment | Any comments or notes added to the invoice. | | Completed By | User that completed the invoice. | | Completed On | Date and time that the invoice was completed. | | Created By | User that created the invoice. | | Created On | Date and time that the invoice was created. | | Modified By | User that last modified or edited the invoice. | | Modified On | Date and time that the invoice was last modified or edited. | | Approved By | User that approved the invoice. | | Approved On | Date and time that the invoice was approved. | ### Locate a Specific Invoice Use the Invoices grid to locate a specific invoice. Filter or search to narrow the grid to a single invoice or a small set of invoices. > [!NOTE] > An invoice that has not yet been entered into Restaurant365 does not appear in the Invoices grid. This differs from an invoice that already exists but has an unresolved item — see [Missing Items](/doc/docs/ap-transactions-missing-items) for that scenario. --- ## AP Invoices: Create an AP Invoice When an AP Invoice is created, details about the invoice can be entered by linking a Purchase Order or by inputting items individually. Click here to learn all aspects of [creating and entering in an AP Invoice](/doc/docs/ap-invoices-create-an-invoice). --- ## AP Invoices: Review and Approve AP Invoices Once AP Invoices are completed, they can be approved. Click here to learn about the [review and approval process](/doc/docs/ap-invoices-review-and-approve-invoices). --- ## AP Invoices: Link Purchase Order Purchase Orders can be directly linked to an AP Invoice from the AP Invoice sidesheet. Click here to learn more about [linking Purchase Orders](/doc/docs/ap-invoices-link-purchase-order). --- ## AP Invoices and Credit Memos: Split View Users can upload and host a file side-by-side with an AP Invoice as details are being entered. Click here to learn more about uploading files and using the [Split View](/doc/docs/ap-invoices-and-credit-memos-split-view). --- ## AP Invoices: Alerts and Unlinked Items The 'Alerts' and 'Unlinked Items' tabs will display if there is an issue with the invoice. Click here to learn more about [Alerts and Unlinked Items](/doc/docs/ap-invoices-alerts-and-unlinked-items). Access rights granted to users or user roles that dictate what actions they can perform within the system.