Chapter 4. Creating invoices and adding line items

Table of Contents

Creating a blanket invoice
Adding line items from a Purchase Order or search results screen to an invoice
Search for line items from an invoice
Create an invoice for a purchase order
Link an existing invoice to a purchase order

You can add specific line items to an invoice from the PO or acquisitions search results screen. You can also search for relevant line items from within the invoice interface. In addition, you can add all line items from an entire Purchase order to an invoice or you can create a blanket invoice for items that are not attached to a purchase order.

Creating a blanket invoice

You can create a blanket invoice for purchases that are not attached to a purchase order.

  1. Click Acquisitions → Create invoice.
  2. Enter the invoice information in the top half of the screen.
  3. To add charges for materials not attached to a purchase order, click Add Charge… This functionality may also be used to add shipping, tax, and other fees.
  4. Select a charge type from the drop-down menu.

    Note

    New charge types can be added via AdminServer AdministrationAcquisitionsInvoice Item Type.

  5. Select a fund from the drop-down menu.
  6. Enter a Title/Description of the resource.
  7. Enter the amount that you were billed.
  8. Enter the amount that you paid.
  9. Save the invoice.
Blanket invoice