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Invoicing buyers for orders placed by Purchase Order

This artical instructs a Market Manager on how to invoice buyers for orders placed by Purchase Order. It also instructs a Market Manager on how to record payments received.

 

1. Navigate to the Financials section and click on “Send Invoices”. To send multiple invoices at once, select the invoices you’d like to send and click “Send Selected Invoices”. You can also send invoices individually, click “Send Invoice” to the far right of the invoice you’d like to send. If you prefer not to send invoices via email you can click on “Preview” and this method will allow you to print the invoice and mark it as sent without actually sending it.

 

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2. Once an invoice has been paid, it becomes a receipt and moves to the “Enter Receipts” tab. Select “Enter Receipt” to the far right of the payment you’d like to record.

 

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3. On the next screen, select the payment method (cash or check) and enter the amount paid. You also have the option to enter any relevant information about the payment in the ”Note” section. When you are finished click the “Enter Receipt” button. Once the payment is recorded, it becomes a receipt and moves to the “Record Payment to Vendors” tab

 

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