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Navigation: TeamConnect User Interface > Enterprise User Help > Finance > Invoices Creating an Invoice Manually |
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Use the invoice General page to start manually creating an invoice record.
When creating invoices, you can add general information as well as add invoice line items. You can also adjust line items (for scenarios when you are entering a paper invoice with line item adjustments into TeamConnect).
You can also create new invoice records by copying similar existing records. See Copying a Record for more information.
Your system administrator may provide one or more wizards to help you create new invoices using a guided, step-by-step process. A wizard may be one of the available options or the only option.
Note: If a wizard is your only option, and you want to use an existing invoice record to create a new invoice record, a wizard will not open. A blank invoice record opens and you can complete the fields manually. See Editing Invoices for more information. 1.Click the Finance tab. 2.Click the Invoices link under the tab bar. 3.Click the New, and then select New Invoice Wizard from the drop-down list. The New Invoice wizard opens to the General page. 4.Complete all of the required fields and any other fields for which you have information. See Invoice General Page Field Descriptions for more information. 5.Click Next to continue to the next page, or click the appropriate link in the left pane. If a Finish button appears on any page, click it if you want to save the matter with only the information that is currently entered. This is useful if you do not have complete matter details or if you only need to generate a matter ID. Once the matter is saved, you can add additional information whenever you receive it. If you need to make changes on a previous page of the wizard, click the Back button or the appropriate page in the left pane; if you want to cancel the wizard, click Cancel. The Line Items page opens. 6.For each line item, complete all required fields and any other fields for which you have information. See Invoice General Page Line Items Section Field Descriptions. for more information. 7.To add more line items, click Add, and then repeat the procedure above. 8.Click Next. The invoice saves and its General page displays. |
1.Click the Finance tab. 2.Click the Invoices link under the tab bar. 3.Click New. 4.On the General page, the following fields from Invoice Header section are required: oInvoice Number oVendor—Click the Search Contacts icon to select a vendor contact. oInvoice Date—Click the Calendar icon next to this field to select the date when the invoice was issued. 5.For additional information about Invoice Header section fields, see Invoice General Page Field Descriptions. 6.The Invoice Summary section is read-only during invoice creation. After adding invoice line items, the Invoice Summary section automatically updates with total summaries for line items. 7.Complete the Description and Comments to Requestor fields if necessary. 8.To enter invoice line items, see Adding Invoice Line Items. |
Invoice General Page Field Descriptions
Some field descriptions that follow may or may not display based on system settings and your assigned rights. Field descriptions are listed in alphabetical order and may display in a different order in the application.
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to add another tax code to the table, and click 
to remove a tax code from the invoice.
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