Invoice Workform

If you have the required permissions in Polaris Administration (staff client), you can search for, create, view, edit, and pay invoices in Leap. For more information, see Working with Invoices.

Search for an Invoice

To find the invoice

  1. Open the Find Tool.

  2. Change your search option to Invoice.

    Find Tool for invoices.

  3. Enter the invoice number.

  4. Select Search.

    The search results open. The results list shows useful fields such as Number of Lines (in the invoice), Type, Total, Payment Method, and Payment Status.

  5. Select a search result, and select OPEN.

    The Invoice workform opens. From this workform, you can view invoice information and pay the invoice.

View Invoice Information

From the Invoice workform, you can view the following:

View Details

Select Details to see read-only account identifiers, invoice details, and notes about the invoice.

Invoice workform, Details view

View Line Items

Select the Line Items tab to see a table listing the line items in the invoice. You can use the Filter box to filter the contents of the table.

Invoice workform, Line Items view

View Charges

Select Charges to see read-only payment details and a table listing header charges. You can use the Filter box to filter the contents of the table.

Invoice workform, Charges view

View Payment History

Select Payment History to see a table listing the payment history of the line items in the invoice. You can use the Filter box to filter the contents of the table.

Invoice workform, Payment History view

View Bibliographic Records

Select Bibliographic Records to view the bibliographic records that are linked to the invoice. You can use the Filter box to filter the contents of the table, or select a bibliographic record to view or edit it.

Invoice workform, Bibliographic Records view

View Items

Select Items to view the item records that are linked to the invoice. You can use the Filter box to filter the contents of the table, or select an item record to view or edit it.

Invoice workform, Items view

View Purchase Orders

Select Purchase Orders to view the purchase orders that are linked to the invoice. You can use the Filter box to filter the contents of the table, or select a purchase order to view or edit it.

Invoice workform, Purchase Orders view

View Funds

Select Funds to view the funds that are linked to the invoice. You can use the Filter box to filter the contents of the table, or select a fund to view or edit it.

Invoice workform, Funds view