Invoicing Against a Contract

To find a contract, use the menu on the left to go to Contracts -> Contracts -> Search Contracts. You can search by the contract name, supplier name, or other relevant information. Use the dropdowns below the search bar to narrow down your search.

Once you find the contract, click the contact name to view the contract summary. On the top right of the summary go to Contract Actions and click Create Invoice.

For each line of the invoice, you must include a description, quantity, and unit price. Click the Add Item button on the right to add the line to the invoice. When you’ve finished, click Create Invoice.

 

 

 

 

 

 

 

 

 

 

 

 

 

You will then be taken to the Simple Manual Entry page. From here, go to Invoices -> Summary and use the Edit button to the right of each section to make changes.

  1. Invoice date
  2. Supplier Invoice No.
  3. Accounting codes
  4. Modify any of the necessary amounts included in the line detail.
  5. To add the commodity code, scroll to the Lines section. Click Edit to add the commodity code.

Scan your hard copy of the invoice and attach it by choosing the Add Internal Attachment button. Select this document as the invoice image if multiple attachments appear.

Once you have filled out all the fields, click Save and Finalize Invoice.

Questions and feedback:

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