100 lines
7.6 KiB
HTML
100 lines
7.6 KiB
HTML
<!DOCTYPE html>
|
|
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Acquisitions |Invoicing" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
|
|
<head>
|
|
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
|
<meta charset="utf-8" />
|
|
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
|
<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" /><title>Creating Invoices</title>
|
|
<!-- Global site tag (gtag.js) - Google Analytics -->
|
|
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
|
<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
|
<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
|
<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
|
<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
|
<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
|
<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
|
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
|
|
<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
|
</script>
|
|
<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
|
|
</script>
|
|
<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
|
|
</script>
|
|
<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
|
|
</script>
|
|
<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
|
|
</script>
|
|
<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
|
|
</script>
|
|
<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
|
|
</script>
|
|
<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
|
|
</script>
|
|
<script>/* <![CDATA[ */
|
|
window.dataLayer = window.dataLayer || [];
|
|
function gtag(){dataLayer.push(arguments);}
|
|
gtag('js', new Date());
|
|
|
|
gtag('config', 'G-CFH4DBPHLD');
|
|
/* ]]> */</script>
|
|
</head>
|
|
<body>
|
|
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Acquisitions/PAinv/Creating_Invoices.htm">Open topic with navigation</a>
|
|
</p>
|
|
<div class="nocontent">
|
|
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
|
|
</div>
|
|
</div>
|
|
<div class="content">
|
|
<div role="main" id="mc-main-content">
|
|
<h1><a name="XREF_40447_Creating_Invoices"></a>Creating Invoices</h1>
|
|
<p>With orders that are paid upon receipt, use one of the following methods to create invoices:</p>
|
|
<ul type="disc">
|
|
<li>Copy all line items or selected line items from the Purchase Order workform to an invoice.</li>
|
|
<li>Link a purchase order to an invoice.</li>
|
|
<li>Copy lines or segments of lines from the Purchase Order Line Item workform to an invoice.</li>
|
|
<li>Copy an existing invoice from the Invoice workform.</li>
|
|
<li>Create a new invoice from the shortcut bar without a purchase order.</li>
|
|
<li>Create a new invoice using Rapid Receipt.</li>
|
|
<li>Set up an EDI invoice profile and create an EDI invoice automatically.</li>
|
|
</ul>
|
|
<p>See also:</p>
|
|
<ul type="disc">
|
|
<li><a href="Copy_multiple_line_items_to_an_invoice.htm#XREF_38228_Copy_multiple_line">Copy multiple line items to an invoice</a>
|
|
</li>
|
|
<li><a href="Link_from_a_purchase_order_to_create_an_invoice.htm#XREF_29810_Link_from_a">Link from a purchase order to create an invoice</a>
|
|
</li>
|
|
<li><a href="Copy_a_single_line_item_or_specific_segments_to_an_invoice.htm#XREF_31694_Copy_a_single_line">Copy a single line item or specific segments to an invoice</a>
|
|
</li>
|
|
<li><a href="Copy_an_invoice_to_create_a_new_invoice.htm#XREF_84997_Copy_an_invoice_to">Copy an invoice to create a new invoice</a>
|
|
</li>
|
|
<li><a href="Create_an_invoice_without_a_purchase_order.htm">Create an invoice without a purchase order</a>
|
|
</li>
|
|
<li><a href="Create_a_miscellaneous_invoice.htm#XREF_34450_Create_a">Create a miscellaneous invoice</a>
|
|
</li>
|
|
<li><a href="Review_automatic_EDI_invoices.htm#XREF_96912_Review_automatic">Review automatic EDI invoices</a>
|
|
</li>
|
|
<li><a href="Process_EDI_invoices_for_partial_shipments.htm#XREF_77703_Process_EDI">Process EDI invoices for partial shipments</a>
|
|
</li>
|
|
<li><a href="Add_general_information_to_an_invoice.htm#XREF_26634_Add_general">Add general information to an invoice</a>
|
|
</li>
|
|
<li><a href="Add_or_change_invoice_header_charges_and_credits.htm#XREF_14464_Add_or_change">Add or change invoice header charges and credits</a>
|
|
</li>
|
|
<li><a href="Add_a_tax_dollar_amount_on_an_invoice.htm#XREF_74954_Add_a_tax_dollar">Add a tax dollar amount on an invoice</a>
|
|
</li>
|
|
</ul>
|
|
</div>
|
|
</div>
|
|
<div id="footer">
|
|
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
|
|
]]></div>
|
|
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">8.0</span></div>
|
|
<div>
|
|
<p align="center">
|
|
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
|
/*]]>*/</script>
|
|
</p>
|
|
</div>
|
|
</div>
|
|
</body>
|
|
</html> |