User Manual
×
Menu
Search
 
   
   
   
 
My Pricebook Manual  07-08-15 ©2013-2015 Apex Back Office Solutions  Legal Notice

Add an Invoice

This screen is where all Invoices are entered or edited.
First lets give you a quick overview of the Invoice Screen.
Please read about each section and the go to the Invoice Header section to start adding an Invoice.
Watch Video
 
Add an Invoice
1

Invoice Navigation Bar

1. Invoice Navigation Bar 
This Navigation Bar let's you move between invoices without having to go back to the previous screen. You will not need to use this Nav Bar while you are adding an Invoice. Please see the Navigation Bar section for instructions on operation.
2

Invoice Header

2. Invoice Header 
The Invoice header is where Vendor, Invoice date and total cost is entered.
3

Invoice Distribution Status

3. Invoice Distribution Status 
Displays Totals of Distributions entered in the Distribution Section compared to the Invoice Cost in the Invoice Header section.  Invoices are not complete until the Remaining total is zero.
4

Invoice Distributions

4. Invoice Distributions 
This section displays all Distributions entered on this Invoice. Distributions are also known as items or line items on an Invoice.
5

Distribution Entry

5. Distribution Entry
In this part of the screen you will enter all information for the Distribution you are working on. A detailed description of this screen  is in the Add a Distribution how-to.
6

Distribution Creation/Conversion Control

6. Distribution Creation/Conversion Control
These buttons will be used to Add or Convert a Distribution. Go to the Invoice Header How-To to start your Invoice.

The contents of Add an Invoice

Invoice Header
Add a Distribution
Finalize/Edit Invoice