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.

April 30, 2025 By Rose Gomez

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."

Step #1: Click on "New Invoice" — Click on "New Invoice"

Change the date to 4/1.

Step #2: Click on "3/26/2025" — Click on "3/26/2025"

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.

Step #6: Click on "Item" — Click on "Item"

Step #7: Match PO items with items on the invoice — Match PO items with items on the invoice

Sometimes I like to select all.

Step #8: Click "Select" — Click "Select"

Deselect any items that have already been received.

Step #9: Click to check or uncheck items. — Click to check or uncheck items.

Your selected amount matches the invoice amount.

Step #10: See below to verify amounts, the $0.00 shows your PO amount matches your invoice amount. — See below to verify amounts, the $0.00 shows your PO amount matches your invoice amount.

It matches, so that is zero.

Step #11: Click on "Add To Invoice" — Click on "Add To Invoice"

Add to the invoice. If this job is in complete status, you must confirm each line.

Step #12: Click on "Yes" — Click on "Yes"

Step #13: Double-click on "Yes" — Double-click on "Yes"

Step #14: Click on "Yes" — Click on "Yes"

Step #15: Click on "Yes" — Click on "Yes"

The subaccount here is "1", which means department 1 will be Doc Routed to Mark.

Step #16: Click on "DocRoute" — Click on "DocRoute"

Step #17: Click on "+" to find Mark — Click on "+" to find Mark

Step #19: Click on "Route" — Click on "Route"

Step #20: You have completed one invoice! — You have completed one invoice!

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.

April 30, 2025 By Rose Gomez

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.