Note: All pages below are subject to having relevant Roles and Permissions. Go to The Modules – Finance and Finance Home Page and Accounts Payable.
Select Invoices & Credit Notes.
A new Toolbar will be displayed and the screen will show existing Invoices.
Select New then click the Order Invoice button.
Enter the Order Number and select Bank Account.
Enter the Invoice Number, Invoice Total (£), Invoice Date, Paid by Date and Posting Period information.
Save the Invoice then check the Lines, or Invoice All.
The Invoice will be shown as Unauthorised to approve the Invoice for payment, click Authorise button.
The Invoice will now be shown as Authorised.