107 lines
7.9 KiB
HTML
107 lines
7.9 KiB
HTML
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<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">
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<meta content="circulation, public services, DQ2407050, Polaris user guide" name="search-keywords" /><title>Creating Invoices</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Acquisitions/PAinv/Creating_Invoices.htm">Open topic with navigation</a>
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<h1><a name="XREF_40447_Creating_Invoices"></a>Creating Invoices</h1>
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<p>With orders that are paid upon receipt, use one of the following methods to create invoices:</p>
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<ul type="disc">
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<li>Copy all line items or selected line items from the Purchase Order workform to an invoice.</li>
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<li>Link a purchase order to an invoice.</li>
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<li>Copy lines or segments of lines from the Purchase Order Line Item workform to an invoice.</li>
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<li>Copy an existing invoice from the Invoice workform.</li>
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<li>Create a new invoice from the Shortcut Bar without a purchase order.</li>
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<li>Create a new invoice using Rapid Receipt.</li>
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<li>Set up an EDI invoice profile and create an EDI invoice automatically.</li>
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</ul>
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<p>See also:</p>
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<ul type="disc">
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<li><a href="Copy_multiple_line_items_to_an_invoice.htm#XREF_38228_Copy_multiple_line">Copy multiple line items to an invoice</a>
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</li>
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<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>
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</li>
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<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>
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</li>
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<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>
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</li>
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<li><a href="Create_an_invoice_without_a_purchase_order.htm">Create an invoice without a purchase order</a>
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</li>
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<li><a href="Create_a_miscellaneous_invoice.htm#XREF_34450_Create_a">Create a miscellaneous invoice</a>
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</li>
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<li><a href="Review_automatic_EDI_invoices.htm#XREF_96912_Review_automatic">Review automatic EDI invoices</a>
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</li>
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<li><a href="Process_EDI_invoices_for_partial_shipments.htm#XREF_77703_Process_EDI">Process EDI invoices for partial shipments</a>
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</li>
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<li><a href="Add_general_information_to_an_invoice.htm#XREF_26634_Add_general">Add general information to an invoice</a>
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</li>
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<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>
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</li>
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<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>
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</li>
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</ul>
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</div>
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</div>
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<tbody>
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<tr>
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<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
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<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
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