Build tool to make invoice re-enabling easier and more consistent

[cbeaulaurier]

Background

We periodically get requests to re-enable an invoice submit button. This is currently done by developers using a stored procedure with invoice ID parameter. Developers have to manually look up the invoice ID that matches the details given by the regional lead. Regional leads specify invoice month, provider, and region.

Not a TON of time is spent on these monthly, so that should be considered alongside the cost / time needed for this feature. (As of Feb 2026, we don't think it makes sense but a prototype for internal use might be quick enough.)

Description

• A Sprout UI tool that would provide the individual invoices for an organization by invoice month. It could be similar to the UI for "Submit Invoice" modal, or even be attached to that feature as an enhancement for super-admins.
• At least for CSSAT use, but ideally for regional leads to use instead. (It would save them time over sending us an email if they could re-enable the specific invoice they need.) It would need to be so simple as to not require training. Critical to get regional lead input.
• Include a mechanism for undoing the re-enable on an invoice, in the case of accidentally re-enabling the wrong invoice.

Open Questions

• What would happen if we or a regional lead enabled the wrong invoice? We don't currently have a way to "undo" a re-enable an invoice, but we would need one.
• How does Explore approach: Prevent edits to visit report after report is invoiced #23 factor in? If invoices are unlocked then changes can be made.