Create an Invoice

You can create invoices manually in Leap if you have the Invoices: Create permission enabled in Polaris Administration. For more information about invoice permissions, search for "Acquisitions Workflow Permissions" in the Polaris staff client help.

To create an invoice

  1. Select New > Invoice.

    A New Invoice workform appears.

  2. Enter a unique invoice number in the Number box.
  3. In the Suffix box, enter an invoice number suffix.
  4. Select an invoice type from the Type list. By default, Regular is selected.
  5. (Optional) Use the Invoice Date setting to edit the invoice creation date.

  6. Select a payment method from the Method list.

    Note:
    The available payment methods depend on the invoice type selected.

  7. Select the library that owns the invoice from the Owner list.

    Note:
    Organizations appear in the Owner list if the organization has the Invoices: Create permission.

  8. Select a supplier. To do this:

    1. Select FIND.
    2. Use the Find Tool to search for a supplier and select it.
    3. Select OPEN.

    Notes:

    • When you select a supplier, Leap automatically applies the supplier's current discount rate to the invoice.

    • You are not required to select a supplier if the invoice type is Miscellaneous.

  9. Enter plan information in the Plan box.
  10. Select the invoice transmission method from the Transmission Method list.
  11. To indicate that the invoice should be closed by a certain date (and that no payments or credits should be made after this date), enter a date in the Closing Alert Date box.
  12. Enter a payment due date in the Payment Due Date box.
  13. Enter the date that the invoice materials were received in the Receipt Date box.
  14. Enter the date that invoice materials were shipped in the Shipped Date box.
  15. Enter any notes about the invoice in the Note box.
  16. Select SAVE.

You can add line items, charges, credits, or discounts to the new invoice. For more information, see the following topics: