Invoices

Table of contents:

• Create an invoice
• Create an invoice from the order summary
• Statuses
• Edit Invoice
• Delete invoice

Create an Invoice

1. Got to Lab Manager Dashboard.
2. Select Invoices.
3. Search for your invoice number using the search bar or click on the invoice you need showing on the list.
4. At the top click the blue plus sign to create a new invoice from scratch.
5. Choose the Supplier from which you want to create the invoice. Click Next.
6. If by mistake you chose the wrong Supplier at the top right you will see the Change Supplier button to use to be able to select the right one.
7. Enter invoice number, invoice date, due date, and payment terms.
8. Once you've entered the information click on the plus sign Add item.
9. Now you'll be able to select the PO number from the dropdown list.
10. It will auto-populate the catalog ID number and will match the item on that PO, as well as the rest of the fields (UOM, Qty, Price)
11. You will have the total amount and the Status will show Matched ( this means the information from the PO and the invoice matches).
12. The total amount due will show at the bottom.

Create an Invoice from the Order Summary

1. Go to Lab Manager Dashboard.
2. Go to Order List.
3. Select the Order that contains the PO from where you want to create your invoice.
4. In the middle section, you will see the PO number and Ellipsis points (three little blue dots) ahead of it, click on them to open a dropdown menu, once open, click on Create Invoice. 
5. The information will be auto-populated to match the PO information.
6. From here, you can Edit it if any information needs to be updated and click Save.

Statuses

You will see a quick filter at the top to click on each Status and view only the invoices under the selected status to access them faster.

• Past Due: the payment date has passed and the invoice has not been paid
• Matched: the PO information matches the invoice information.
• Received: the invoice has been sent by the supplier
• Paid: the invoice has been fully paid.

Edit Invoice

1. Once an invoice is created, you will be able to edit it by selecting the invoice and clicking the Edit button at the right top.
2. From there you will be able to edit the Catalog Id, Item, UOM, Qty, Price, and Total amount.
3. You can also change the invoice status by clicking the down arrow to select from the dropdown list.
4. You can change the status to Received (once you receive the invoice from your Supplier) or Paid (once the invoice has been paid)
5. Click Save.

Delete Invoice

1. Once an invoice has been created, you can select the invoice and click on the Delete button at the right top.