Invoice

Follow these steps when the company issues an invoice:

---

Step 1:

Navigate to “Quick Access”. A dropdown list will appear; select “Create Invoice”.

---

Step 2:

The Invoice screen will appear. Select “General Invoice”.

---

Step 3:

Click on the “Choose one” icon, open the dropdown list, and select the invoice type.

---

Step 4:

Fill in the required information as shown in the snapshot below.

---

Step 5:

Click “Add Line”.

---

Step 6:

Click “Choose one” to select the account, then fill in other details, such as the Description, Amount, and any additional information.

---

Step 7:

Choose either “Save,” “Save & Add New,” or “Post” to complete the action.

---

Step 8:

After saving or posting, the Bill list will appear. Click on the “Action” icon and select “Approve” from the dropdown list.