How to: Create an invoice

1. Click on the Projects menu
2. Select the project to add an invoice to
3. Select the Invoices tab
4. Click on the green plus button
5. Enter the invoice number
   
   
6. Click on the Create button
   If you have created an invoice you have received
   1. Click Select supplier
      
   2. Click plus next to the supplier to add
      
      Note: Supplier must card must be created and the required information complete to select
7. Enter the invoice details
8. Click on the Green plus button, the create an item pop up screen will appear
   
   
   
   
9. In the Create an item pop up screen, enter the invoice item details. You can choose the item to be a Standard invoice item or a Deliverable linked item
   
   
   1. If selecting a Deliverable linked item, select which deliverable the invoice item corresponds to from the Link to deliverable drop-down list
      
      
      
      Note: To delete an invoice item, select Delete invoice item
      
      
10. Go back to the Invoice summary workspace and select Submit invoice button
    
    
    
    

Note: To cancel an invoice, select Cancel invoice from the green menu option button. Invoices can only be cancelled while in the Created state. Suppliers cannot cancel an invoice once it has been submitted.