Creating an Invoice by Receipt


Creating an Invoice by Receipt

You can add multiple receipts from a single vendor to the same invoice. However, an invoice cannot contain receipts for more than one vendor.

  1. Click Ordering, click Invoicing, and then click Receipt.
  2. Use the filters to find the receipts you want to invoice, and then select the appropriate documents.
  3. Enter the Invoice No., select the Invoice Date, and then click Create.
  4. To save the invoice for later use, click Save or Suspend.
  5. To finalize the invoice, click Approve, and then click OK.

Creating a Blank Invoice


  1. Click Ordering, click Invoicing, and then click Blank Invoice.
  2. Enter the Vendor name, enter the Invoice No., select the Invoice Date, and then click Create.
  3. Click Add Receipt, select the appropriate receipts, and then click OK.
  4. To save the invoice for later use, click Save or Suspend.
  5. To finalize the invoice, click Approve, and then click OK.

Viewing an Invoice


Viewing an invoice, regardless of type, is relatively the same. The selection you make determines the outcome of your search.

  1. Click Ordering, click Invoicing, and then click Suspended Invoices, Approved Invoices, or Invoices sent to A/P.
  2. Click the appropriate Invoice No. to drill down into the document, and then modify the invoice as required.

Sending an Approved Invoice to Accounts Payable (AP)


When an approved invoice is sent to AP, it is added to the system export file. You can no longer edit the invoice.

  1. Click Ordering, click Invoicing, and then click Approved Invoices.
  2. Click the Doc. No of the document you want to send to AP, and then click Send to A/P.

Last modified: Wednesday, 16 March 2022, 11:29 AM