1. Once PO has been confirmed, you can create invoice for a record. Click "ORDERS" and under "Orders & Releases" find the confirmed PO.
2. Click "Create Invoice".
3. Enter invoice No. and click "Create".
4. A draft invoice has been created, invoice type is "Purchase Order-based", invoice date becomes the date when you creates, you can revise other information if necessary.
5. You can click "Add to Header" to add shipping, tax, discount, additional charges, etc into all line items.
6. After selecting the specific cost from the drop down list, enter the relevant amount. If you want to add specific cost into specific item, you need to first select cost from "Add to Header", then click "Show Details" to add amount accordingly.
7. Click "Save" and the cost would be added into the invoice total amount, then click "Next".
8. This would take you into the view page, which allows you to double check invoice details, please note that the time you create and invoice, your customer can view it from their side accordingly, click "Submit" if everything is OK.
9. If invoice amount is more that the associated PO grand total amount, below page would display, click "Yes" to go on.
10. Invoice status becomes "SUBMITTED - PENDING ACKNOWLEDGEMENT". You can download the PDF invoice if needed.
11. Once your customer has viewed the invoice, status will become "SUBMITTED - ACKNOWLEDGED". After your customer has finished the reconciliation, the status will then turn into "PROCESSING - RECONCILED". If reconciliation is not done, the status will be "PROCESSING - NOT RECONCILED YET". After the approval of this invoice, the invoice status will then become "SUBMITTED - APPROVED" or "SUBMITTED - NO APPROVAL NEEDED".
12. If payments are fully paid, invoice status turn into "PAID", under "Payment", you can check associated payment documents.
