Add Items to an Invoice

  1. While in the Edit Invoice window, click the Add button. The Add Invoice Item window opens.

  2. Complete the fields as described. Items marked with an asterisk are required before submitting an invoice.

  3. If you need to add more items to the invoice, click the Save and Add button. Repeat steps 1-2 for the new items.
    If you're done adding items to the invoice, click the Save button. The item receives a number based on the invoice number & line number.

  4. Click Cancel to return to the Edit Invoice window.

  5. When finished adding items, click the Save button to save the invoice,
    OR click the Save and Add button to create another invoice. Then repeat steps 1-5 for the new invoice.

Continue with Add Shipping Cost, Apply Tax, or Apply Discount/Premium, if needed, or Submit a Vendor Invoice or Express Warrant Printing.

Note: These functions — and others — can all be completed from either the Edit Invoice window or, for single invoices, from the Vendor Invoice window. Additional functions available in the Edit Invoice window are Copy Invoice and Set Invoiced Quantities.

 

Return to Create a Direct Invoice

Return to Create a Credit Memo

Return to Create an Employee Reimbursement

Return to Vendor Invoice Overview