Differences

This shows you the differences between two versions of the page.

--- acq:invoices [2020/01/07 19:17] – [Electronic Invoicing] tlittle
+++ acq:invoices [2020/09/03 18:29] (current) – [Create a blank invoice] tlittle
@@ Line 117: / Line 117: @@
-===== Populating Invoices =====
+===== Creating and Populating Invoices =====
-Line items can be added to invoices in three ways:
+==== Create a blank invoice ====
+There may be times when you want to create an invoice completely from scratch. Usually these are just in a case where you want to account for your funding, but you don't need to worry about creating line items or copies. This might be that you had backorders that are now coming in from before you started EDI ordering, or invoices for e-materials.
+<note important>Before creating an invoice, the provider profile you plan to use must already have been created.</note>
+To create a blank invoice, go to **Acquisitions > Create Invoice**. This will open a blank invoice.
+In the header section, fill in:
+  * Vendor Invoice ID
+  * Provider
+  * Invoice Date (defaults to today's date, change if the invoice date is different)
+  * Receiver (should be your normal ordering agency)
+Once you've filled these in, click **Save** to save your work, then move on.
+When we're doing these kind of invoices, we aren't trying to account for each item that we've received, necessarily. So in the example of an invoice for backordered items, we don't want to try to create a direct charge for every item. Instead, you might do something like:
+Click **Add Charge** and select **Materials** from the drop-down list. Select the fund where you want to charge these materials to.
+Fill in the Title/Description if you choose (not required), and then the Billed/Paid amounts.
+<note>If you are going to use different funds, create a direct charge and select one fund. Then create a second direct charge and use the other fund. Continue until you've selected all the funds that you want to break out he invoice into.</note>
+If you are separating the invoice into paying from multiple funds, remember that the direct charges must add up to the total on your invoice. So if you're using two funds, you may be charging $25 to one fund and $75 to another, for a total of $100 total on the invoice.
-  - Link an Entire Purchase Order to an Existing Invoice
-  - Link Multiple Line Items to an Existing Invoice
-  - Search for Line Items From an Invoice
 ==== Link an Entire Purchase Order to an Existing Invoice ====