--- title: How to Apply Contract Pre-Invoice Verification description: "Allows a Pre-Invoice Verification requirement to be set by default to Contract Types.  This can stop Schedules or Invoices being sent to ACC or Insurers prematurely. This topic covers how to: Default" --- [Skip to content](https://knowledge.gensolve.com/migration/knowledge/how-to-apply-contract-pre-invoice-verification#main-content) English Show submenu for translations [Customer portal](https://knowledge.gensolve.com/help?hsLang=en) ![gensolve-logo-white-kb.png\]](https://knowledge.gensolve.com/hs-fs/hubfs/gensolve-logo-white-kb.png?height=40&name=gensolve-logo-white-kb.png) - [Default HubSpot Blog](https://knowledge.gensolve.com/blog) Open main navigation Close main navigation - [Default HubSpot Blog](https://knowledge.gensolve.com/blog) - English Show submenu for translations - [Customer portal](https://knowledge.gensolve.com/help) - Go to gensolve.com Go to gensolve.com Welcome to Gensolve - There are no suggestions because the search field is empty. 1. [Knowledge Centre](https://knowledge.gensolve.com/migration/knowledge?hsLang=en) 2. [Gensolve Enterprise Manager](https://knowledge.gensolve.com/migration/knowledge/gensolve-enterprise-manager?hsLang=en) 3. [Contract](https://knowledge.gensolve.com/migration/knowledge/gensolve-enterprise-manager?hsLang=en#contract) # How to Apply Contract Pre-Invoice Verification ### Reason Allows a Pre-Invoice Verification requirement to be set by default to Contract Types.  This can stop Schedules or Invoices being sent to ACC or Insurers prematurely. ### Solution This topic covers how to: Default Pre-Invoice Verification on Contract Types How to Set & Successfully Verify Pre-Invoice Verification on a contract How to search for the Verification Status of Contracts Letter and Excel Export Fields Related to Contract Verification Status Template Merge Pre-Invoice Verification Restrictions #### Apply Pre-Invoice Verification Required Default to a Contract Type 1. To set a **Contract Type** so that it requires **Pre-Invoice Verification** by **default** go to Contracts \>\> Contract Types \>\> Get Data \>\> Click the ![](https://docs.testpublic.gensolve.com/docs/gpm_nz/desktop/Icons/edit.jpg) icon next to the relevant **Contract** 2. Tick  Default to Require Pre-Invoice Verification \>\> Save ![](https://docs.testpublic.gensolve.com/docs/gpm_nz/desktop/Knowledge_Base/Contracts/Graphics/Contract_Ctype_Verify_Default.png) 3\. Any new **Contracts** created using this **Contract Type** will be flagged as requiring **Pre-Invoice Verification** by default.  Immediately upon creating the **Contract**, the Requested By and Requested On boxes will automatically reflect the user who created the new **Contract** ![](https://docs.testpublic.gensolve.com/docs/gpm_nz/desktop/Knowledge_Base/Contracts/Graphics/Contract_Default_Verification_Applied.png) #### How to Set & Successfully Verify Pre-Invoice Verification on a contract 1. Go to Contracts \>\> All Contracts \>\> Get Data.  Click the ![](https://docs.testpublic.gensolve.com/docs/gpm_nz/desktop/Icons/edit.jpg) against the relevant contract. 2. You can manually set the Contract to require Pre-Invoice Verification if it is not set as the default against the Contract Type.  On the Contract Details tab tick Verification is Required.  The Requested By and Requested On boxes will update with the details of the user who ticked the option.  Click Save. ![](https://docs.testpublic.gensolve.com/docs/gpm_nz/desktop/Knowledge_Base/Contracts/Graphics/Contract_Default_Verification_Applied.png) 3.Once the Contract has been deemed ready to invoice, Go to Contracts \>\> All Contracts \>\> Get Data.  Click the ![](https://docs.testpublic.gensolve.com/docs/gpm_nz/desktop/Icons/edit.jpg) against the relevant contract.  Tick  Verification was Successful under the Contract Details tab. Click Save. ![](https://docs.testpublic.gensolve.com/docs/gpm_nz/desktop/Knowledge_Base/Contracts/Graphics/Contract_Verified.png) #### How to Search for the Verification Status of Contracts 1. To the view current Verification Status of Contracts, go to Contracts \>\> All Contracts. 2. Go to the Verification radio buttons and select from either Needs Verification, Verified or None.  Note the default search option is Any.  Once any other search options are selected if relevant, click Get Data ![](https://docs.testpublic.gensolve.com/docs/gpm_nz/desktop/Knowledge_Base/Contracts/Graphics/Contract_Search.png) #### Fields Available for Inserting Contract Verification Status into Letters and Excel Exports 1. The Following fields exist in the Contract Type Letter Template:           \<\\>           \<\\>           \<\\>           \<\\>           \<\\>           \<\\> **Note**: *For more Information see [How to Create a Letter Template](https://knowledge.gensolve.com/knowledge/create-a-letter-template?hsLang=en) and/or [How to Export Data to Excel Using a Template](https://app.hubspot.com/knowledge/7759573/edit/99093169981)* #### Template Merge Restrictions Related to Contract Verification Status 1. The following Template Merge Contract Verification Restrictions can be applied:           Verify is Set           Awaiting Verification           Is Verified **Note**: *For more Information see [How to Run a Template Merge](https://app.hubspot.com/knowledge/7759573/edit/99073544106) and How to [Export Data to Excel Using a Template](https://app.hubspot.com/knowledge/7759573/edit/99093169981)*     - [Gensolve Enterprise Manager](https://knowledge.gensolve.com/migration/knowledge/gensolve-enterprise-manager?hsLang=en#main-content) - [Accounting](https://knowledge.gensolve.com/migration/knowledge/gensolve-enterprise-manager?hsLang=en#accounting) - [Administration](https://knowledge.gensolve.com/migration/knowledge/gensolve-enterprise-manager?hsLang=en#administration) - [Videos](https://knowledge.gensolve.com/migration/knowledge/gensolve-enterprise-manager?hsLang=en#videos) - [Appointments](https://knowledge.gensolve.com/migration/knowledge/gensolve-enterprise-manager?hsLang=en#appointments) - 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