Entering an Invoice & Doc Routing to Manager
Learn step-by-step instructions for creating and managing invoices, including tips on using purchase orders and sorting items.
In this guide, we'll learn how to efficiently create and manage invoices using a streamlined process. We'll cover how to set the invoice date, utilize quick keys for purchase orders, and sort items by number or amount received. Additionally, we'll explore how to select and deselect items to ensure accuracy and how to handle jobs in complete status. This guide aims to simplify the invoicing process, ensuring that all necessary steps are followed for accurate financial documentation.
Let's get started
Click "New Invoice."
Change the date to 4/1.
Press number one to go to the first day of the current month.
Use your purchase order quick key and type in the purchase order. Then, press Tab.
You can sort PO items by item number or amount received by clicking on the column.
Sometimes I like to select all.
Deselect any items that have already been received.
Your selected amount matches the invoice amount.
It matches, so that is zero.
Add to the invoice. If this job is in complete status, you must confirm each line.
The subaccount here is "1", which means department 1 will be Doc Routed to Mark.
