Finalize Invoice

Edit and View Invoice access is required. Only direct invoices (not related to any POs) may be updated from the Invoices Page. Updates to Purchase Orders will flow to its respective Invoices.

Step 1

Navigate to Dashboard, select Invoices on the Side Navigation Menu.

Click Edit.

Step 2

Update fields as needed.

Section 1 - Primary Details

• Due Date - Invoice Due Date.

• Discount - Discount amount to be applied, if applicable.

• Tax Rate - Tax rate on Items, if applicable.

• Main Contact - Select contact from requesting Account.

Section 2 - Shipment Address

Section 3 - Order Items

How do I add an Invoice Item?How do I edit an Invoice Item?How do I delete an Invoice Item?

Section 4 - Notes

Add note as needed. Customer will also see this note.

Step 3

Click Save, Mark as Paid, or Mark as Uncollectible.

If you choose to Mark as Paid, confirm Paid. This Invoice status will update to Paid.

If you choose to Mark as Uncollectible, confirm Uncollectible. This Invoice status will update to Uncollectible.