Invoices: Manual Invoices

Manual Invoices

When doing manual invoices there are 3 methods that can be used. The following document will show and

explain each of the 3 ways to manually post an invoice.

Method 1: Posting an Invoice to a Single User

A: Under Navigation go to "Finance"

B: Click on "System Reports"

C: Click on "Post Single Invoice"

D: Type in the Year

E: Select the cohort

F: Type in and select the user

G: Click on "Get Report"

H: Select the Ledger Code

I: Type in the amount

J: Type in the date

K: Type in an optional comment

L: Click on "Post"

Method 2: Posting Multiple Invoices to a Single User

A: Under Navigation go to "Finance"

B: Click on "System Reports"

C: Click on "Post Single Invoice (Multiple)"

D: Type in the Year

E: Select the cohort

F: Type in and select the user

G: Click on "Get Report"

H: Type in the date

I: Click on "Add to Cart" next to all items you wish to invoice

Method 3: Posting an Invoice to Multiple Users

A: Under Navigation go to "Finance"

B: Click on "System Reports"

C: Click on "Post Batch Invoices"

D: Type in the Year

E: Select the cohort

F: Click on "Get Report"

G: Select the Ledger Code

H: Type in the amount

I: Type in the date

J: Type in an optional comment

K: Click on "Post" next to all users you wish to invoice

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