Users can create an invoice that does not yet have a matching order in Unimarket. The Retrofit Invoices feature must be enabled by your community and the User must have the Create Invoices role. You can access the Enter Invoice Screen by going to the Invoice Module > Invoices > Enter Invoice.
- Select the Supplier, enter the Invoice Number and Invoice Date
- Confirm the Buyer. To change the Buyer on the invoice click the field to open a drop down menu which you can search for the correct user.
- Click on Add Invoice Item, a popup will appear, complete the necessary details and then select Add or, Add More to add additional line items.
Note: If the Contracts module is enabled for your community, the selected supplier has at least one contract and the user creating the invoice has access to at least one of those contracts, a new Contract field will appear where you can select the contract this invoice should be linked to.
- When you have completed all the required information select Create or, if you would like to create another invoice straight after, tick the Create another box next to the Create button before clicking Create.
A notification will be sent to the Buyer to approve/decline the invoice, at this point the invoice will have a state of Pending Initial Acceptance.
Note: If you select yourself as the buyer the invoice will automatically be accepted.