How do I Add to a User’s Existing Bookstore Invoice?

Bookstore Module
Knowledge Base 2.0 article 407

How do I Add to a User’s Existing Bookstore Invoice?

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 add to an invoice.

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)

Use the drop-down box to find the invoice you will be adding the item to.

Click “+ Add to Existing Invoice”

Click on “OK”

The invoice has been posted