In this guide, we show How to Add an Order Invoice.
This Guide forms part of the ACCOUNTS PAYABLE USER GUIDE. Click to see Related Guides.
Access: The minimum permissions required to Add an 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 a Non-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 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 are automatically pulled through. They need to be checked.
A number of options are given:
- Record/Edit Invoice
- Invoice All
- Record Post & Packing
- View Selected
- Delete Selected
Record/Edit Invoice:
This allows for the Recording and / or Editing of the Accounting Codes, Quantity, Unit Cost and Discount.
Record Post &Packing:
This allows for the Recording of any Postage and Packaging Costs related to the Invoice.
View Selected and Delete Selected allows for either the Viewing or Deleting of selected Invoice Rows.
Invoice All does exactly what it says, it Invoices All. VAT is automatically added as an additional Invoice Row.
The 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.