CREATING AN INVOICE FROM AN ORDER

If you have submitted an order on the platform, you can convert that order into an invoice, complete the reconciliation process, and then approve it.

Please note this process is for users who are either not doing Electronic Invoicing or wish to manually receive an invoice.

If you have placed an order on the platform you can turn the order into an invoice, reconcile it, and approve. For an invoice to be Reconciled the sum of the line items must match the amount on the invoice received from the Vendor. If the totals do not match the invoice will be listed as Unreconciled. (If you are looking for steps on how to create an invoice when you did not place the order on the system, please see the article titled "Creating Vendor Invoices Manually".)

Receive Order

1. Select your Order from Orders>Orders.  This can either be a New Order, Placed Order or Received Order.
2. Once you have selected an order, click on the "Receive Order" button near the bottom right corner of the page.
3. Once you select Receive Order, you will be notified that the invoice you are generating will not be processed through our Electronic invoicing service.  Click the checkbox to confirm you want to proceed with the manual invoice.
4. Once you select the checkmark, you can then enter the information needed to create the invoice such as Received Date (this is the date the items in the invoice will show as received in your inventory), Invoice Date, Invoice No, and Invoice Amount.  Once finished, select the green "Receive Order" button at the bottom of the page to complete the invoice creation. 

If you only received certain items of the order and are expecting the rest on an additional delivery, select the checkbox next to “I'm partially receiving this Order”. This allows you to choose which items were received and those items will be listed on the invoice you create when you select "Receive Order".  The Order will then be moved to the received bucket with a partial tag.  The Order will stay in the Received bucket until you receive the rest of the items on another invoice (multiple invoices can be linked to the same order).