Add orders to a new invoice

To add orders to a new invoice:

1. Add the POs to the Purchase Order List, and select the ones you want.
2. Click Add to new invoice or right-click and click Add to new invoice.
3. Type an invoice number or click Generate for a system-assigned one.
4. The Vendor is taken from the order details. You can click View to see details of the vendor.

Working with an invoice

5. Save or approve the invoice.

Add orders to an existing invoice

To add orders to an existing invoice:

1. Add the POs to the Purchase Order List, and select the ones you want.
2. Click the down arrow next to Add to new invoice, and click Add to existing invoice. Or right-click and click Add to existing invoice.
3. Search and find the invoice you want. At the full display of the invoice, click Select Record.

Working with an invoice

4. Save or approve the invoice.