Invoices: Manual Invoices

Manual Invoices

When doing manual invoices there are 3 methods that can be used. The following document will show and

explain each of the 3 ways to manually post an invoice.

 

Method 1: Posting an Invoice to a Single User

AUnder Navigation go to "Finance"

B: Click on "System Reports"

CClick on "Post Single Invoice"

 

DType in the Year

E: Select the cohort

F: Type in and select the user

GClick on "Get Report"

H: Select the Ledger Code

I: Type in the amount

J: Type in the date

K: Type in an optional comment

LClick on "Post"

 

Method 2: Posting Multiple Invoices to a Single User

AUnder Navigation go to "Finance"

B: Click on "System Reports"

CClick on "Post Single Invoice (Multiple)"

 

DType in the Year

E: Select the cohort

F: Type in and select the user

GClick on "Get Report"

HType in the date

IClick on "Add to Cart" next to all items you wish to invoice

 

Method 3: Posting an Invoice to Multiple Users

AUnder Navigation go to "Finance"

B: Click on "System Reports"

CClick on "Post Batch Invoices"

 

DType in the Year

E: Select the cohort

FClick on "Get Report"

GSelect the Ledger Code

HType in the amount

IType in the date

JType in an optional comment

KClick on "Post" next to all users you wish to invoice

 

 


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