Click Invoice

Click Create Invoice

Select “DO Invoice” under the Invoice Type dropdown

Input Invoice Number

Select the Buyer Code under the dropdown

The buyer information will be auto populated

General Information

Payment Term: will be auto populated once the Buyer Code is selected (refer to step above)

Invoice Date: Input invoice date/click on the calendar icon to select date

Invoice Due Date: will be auto calculated based on the Invoice Date selected and Payment Term

Select the DO to invoice using the checkbox on the leftmost column

Upload your hardcopy Invoice under the Conversations section

Click Attachment under Conversations  
Click +Add New to create a new conversation row

Click Choose File and select the file from your computer
Input File Label and/or Description (optional)

Click “Preview Invoice” before issuing the Invoice

The preview will appear in a pop-up with a “DRAFT” label

Click “Issue” to Issue Invoice

Once the Invoice is Issued, there will be a notification to inform the user that Invoice has been successfully created. User can click “I Understand” or “Cancel”.

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The status of the Invoice will be “PENDING TWO WAY”

‘Two Way’ refers to PO and Invoice.

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Once the Buyer has created the Goods Receipt, the status of the Invoice will change to "PENDING THREE WAY"

"Three Way" refers to PO, Goods Receipt and Invoice.