Review supplier and payout audit evidence
Reconcile job status/photos/notes with invoice and payment values.
Before you start
Use the account and administrative authority appropriate to the data. Retention and legal holds are separate from routine record editing.
Follow these steps
- Identify the account, record type and evidence affected by this task.
- Reconcile job status/photos/notes with invoice and payment values.
- Keep transaction IDs and payment comments accurate.
- The relevant access, retention or evidence control has a verified result.
Fields, rules and limits
- Keep transaction IDs and payment comments accurate.
- Supplier invoices are separate from core CRM sales invoices. Payout writes require real_payout Edit or an administrator. Recording a Paid state stores payment evidence; it is not a bank-transfer instruction or proof that funds arrived.
Check it worked
The relevant access, retention or evidence control has a verified result.
If something does not look right
If the expected result is missing, check the saved record, the current workspace and the action’s permissions. Record the exact validation message; do not repeat a state-changing action until you know whether the first attempt saved.
Questions and answers
What should I verify for this task?
Keep transaction IDs and payment comments accurate. Supplier invoices are separate from core CRM sales invoices. Payout writes require real_payout Edit or an administrator. Recording a Paid state stores payment evidence; it is not a bank-transfer instruction or proof that funds arrived.
Why is the record or action unavailable?
Use the account and administrative authority appropriate to the data. Retention and legal holds are separate from routine record editing. Check the current company and record relationship before requesting additional access.