View or Edit an Invoice

You can view invoices in Leap if you have the Invoices: Access permission enabled in Polaris Administration. You can edit invoices if you also have the Invoices: Modify permission. For more information about acquisitions permissions, search for "Acquisitions Permissions" in the Polaris staff client help.

Viewing an Invoice

To view an invoice

1. Find the invoice you want to view, and open it in the Invoice workform.
2. Select any of the following invoice record views to see additional information:
   • Details
   • Line Items
   • Charges
   • Payment History
   • Bibliographic Records
   • Items
   • Purchase Orders
   • Funds

Editing an Invoice

The status of an invoice determines the invoice fields you can edit.

If the invoice status is	You can
Open	Edit all fields mentioned in this documentation
PrePaid	Edit the following fields on the Details view: Closing Alert Date, Payment Due Date, Receipt Date, Shipped Date, and Note
Credited, Paid, or PartPaid	Edit the Note field on the Details view
Open or PartPaid	Delete a line item
Any status	Edit payment history information

To edit an invoice

1. Find the invoice you want to edit, and open it in the Invoice workform.
2. Do one or more of the following:
   • Edit invoice header information.
   • Edit invoice record details.
   • Add a header charge or credit.
   • Delete a header charge or credit.
   • Apply a discount or add sales tax.
   • Edit payment history information.
   • Receive an invoice line item.
   • Add an invoice line item for an existing bibliographic record.
   • Add an invoice line item to create a brief bib record.
   • Add an invoice line item to a Miscellaneous invoice.
   • Edit a line item.
   • Delete a line item.
3. Select SAVE to save your changes.