Video: A basic overview
Video: Making Edits to you Invoices on the Invoice Approval Screen
Walk Through
1. Go to Orders in the Navigation Menu
2. Click on Invoice Approval
3. Click on any invoice to review, edit or approve it. You can also select multiple invoices to approve them in bulk using the checkboxes on the left.
4. You can edit the Invoice Number
5. You can edit the Customer #
6. You can edit the Invoice Date
7. If you want to edit any products, click the hyperlinked blue product name
- From here you can edit a product's category
- You can edit the count by unit-of-measure
- Make a product tax exempt
- Make a product inventoried, non-inventoried or add a product to a specific count sheet
8. Finally, you can adjust the Payment Account to indicate how the invoice was paid
9. When you are finished, Click on Approve!
To adjust your settings, click on Invoice Approval Setup
You have the choice to enable this for ALL invoices, or can select "Some" to set up rules.
For example, you can limit it to just certain categories or vendors.
When finished, be sure to save it!
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