You will see approved time sheets as pay that should be invoiced and collected. Once you finish editing the invoice, click Submit.Ĭlick on the Create Blank Invoice button above the Invoices table on the Invoices page. If you choose Pick lines from Contract, choose the lines you want to add on the Pick Lines from Contract page and click Finish. Under the Lines section, you can choose you can click Add Line to add a blank line or Pick lines from Contract to choose lines from a contract. On the Create Invoice page, fill in at least the mandatory fields (marked with a red asterisk) in your invoice. Some of the fields are pre-populated with information from the PO.Ĭlick on the Create Invoice from Contract button above the Invoices table on the Invoices page and select the relevant contract from the drop-down list.Ĭreate a new or choose an existing invoice-from address.
The selected or newly created legal entity is added to your invoice. You are guided through creating your legal entity. For more information, see Set up Legal Entities. If you do not have a legal entity, you need to add one by clicking on the Add New link or on the add/plus ( ) icon. In case of multiple payment types, you might see multiple Remit-To and Ship From addresses for the different payment types. To accept a new payment type, you might need to add a new remit-to type. When you select a legal entity, the popup displays the Invoice From addresses available for the legal entity and information about how your customer(s) associated with the legal entity can pay you, for example, "This customer can pay you by Bank Account or Credit Card." On the Orders page, do one of the following:Ĭlick on the Create Invoice ( ) icon for the PO in the Actions column of the Purchase Orders table.ĭepending on your customer's settings, the tooltip text of the icon can also be Accept PO and Create Invoice.Ĭlick on the PO Number link to open the purchase order and click on the Create Invoice button.Īdd new or choose existing invoicing details, that is, add or select an invoice from, remit-to, and/or ship from address.
Go to the Orders page or, on the Invoices page, click on the Create Invoice from PO button above the table to go to the Orders page. At the top of the page, you might see instructions from your customer.
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