In this guide, we show How to Add a Non-Order Invoice.
This Guide forms part of the ACCOUNTS PAYABLE USER GUIDE. Click to see Related Guides.
Access: The minimum permissions required to Add a Non-Order Invoice are found in the Finance Module section Config > Setup > Roles & Permissions.
Related Guides:
- Accounts Payable User Guide
- How to Get the Best from the New Finance AG Grids
- How to Add an Order Invoice
- How to Add a Sundry Invoice
- How to Process a Credit Note
To begin, go to Modules > Finance > Finance Home Page > Accounts Payable > Invoices & Credit Notes.
A Toolbar is displayed, and underneath it a Grid shows existing Invoices and Credit Notes.
Note: For instructions on how to use the Grid, see: How to Get the Best from the New Finance AG Grids.
Select New then click the Non Order Invoice button.
Enter the required information in all the Asterisked Fields, and a Narrative and Invoice Notes if required. Then click Save.
In Invoice Rows, the Order Lines relating to the Invoice need to be completed.
Two options are given: Record/Edit Invoice and Record Post &Packing.
Record/Edit Invoice: Click on this allows the completion of Invoice Rows. Complete the required information then click Save, or Save & Next if additional rows are to be entered.
Record Post &Packing: This allows for the Recording of any Postage and Packaging Costs related to the Invoice.
Once an Invoice Row has been added, and if it is selected, the View Selected and Delete Selected buttons are activated. They allow for the Viewing or Deletion of the selected Invoice Row(s).
The Non-Order Invoice can then either be Authorised, or Saved for authorisation later.
Note: Once an Invoice has been Authorised, it cannot be cancelled. A Credit Note will need to be raised.