Creating Invoices

With orders that are paid upon receipt, use one of the following methods to create invoices:

• Copy all line items or selected line items from the Purchase Order workform to an invoice.
• Link a purchase order to an invoice.
• Copy lines or segments of lines from the Purchase Order Line Item workform to an invoice.
• Copy an existing invoice from the Invoice workform.
• Create a new invoice from the Shortcut Bar without a purchase order.
• Create a new invoice using Rapid Receipt.
• Set up an EDI invoice profile and create an EDI invoice automatically.

See also:

• Copy multiple line items to an invoice
• Link from a purchase order to create an invoice
• Copy a single line item or specific segments to an invoice
• Copy an invoice to create a new invoice
• Create an invoice without a purchase order
• Create a miscellaneous invoice
• Review automatic EDI invoices
• Process EDI invoices for partial shipments
• Add general information to an invoice
• Add or change invoice header charges and credits
• Add a tax dollar amount on an invoice