How do I Post a New Invoice to a User's Bookstore Cart?

Bookstore Module
Knowledge Base 2.0 article 406

How do I Post a New Invoice to a User's Bookstore Cart?

Navigation Path
Module Menu →  Bookstore → Point of Sale

Explanation

Under the Module menu (upper right corner), go to the Bookstore.

In the  toolbar and click on “Point of Sale.” 

Type in the user’s name

Click on the user you want to invoice

Click on “go”

Click on the shopping cart.

Select all items you want to invoice for.

Fill out the “Cart Invoice”
    - Invoice Date
    - Cohort Year
    - Cohort / Term

For accurate Box 1 - 1098T reporting please ensure billed items match the posted cohort and invoice date reflects the calendar year reporting.

Add a note (Optional)

Click on “Post New Invoice”

Click on “OK”

The invoice has been posted