The Invoice Details section must be completed for every invoice created.
Invoice Details fields
Vendor Invoice ID (required).
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This number will be listed on the paper invoice sent by your provider.
Receive Method (required).
Provider and Shipper (required).
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These fields will auto-complete.
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Note (optional).
Payment Method
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Available payment methods display in a drop down menu. Additional payment methods can be requested. See Guidelines for Submitting Suggestions for New Defaults.
Invoice Date (required).
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By default this is the date the invoice is created on. The date can be changed by clicking the field and selecting a new date using the calendar widget.
Invoice Type
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This field is used if your library distinguishes between types of invoices.
Payment Authorization
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This field is used if your library requires authorization for payments.
Receiver (required).
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This field defaults to the location at which your workstation is registered. If necessary, you can change the receiver using the drop down menu.
Note
The Invoice Details automatically hides once completed. The Invoice Details can be shown at any time by clicking Show Details.
Line Item Details
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Title
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Author
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ISBN
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summary of copies ordered, received, invoiced, claimed, and cancelled
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summary of amounts estimated, encumbered, and paid
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line item ID number
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link to the Selection List (if used)
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link to the Purchase Order
The # Invoiced and the # Billed fields will have auto-populated with the number of copies available to be invoiced for the line item.
These fields can be updated as needed.
Enter the amount billed into the Billed field. The Paid field will auto-fill to match.
The following fields are required to save the invoice:
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Vendor Invoice ID
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Provider
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Shipper
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Payment Method
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# Invoiced
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# Paid
Save an invoice
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Click Save to save the changes you have made and keep the invoice open.
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Click Save and Clear to save the invoice and open a blank invoice.
