Create a manual invoice

Create a manual invoice

There will be times you will need to create a manual invoice such as:

• If you missed a payment from a past previously invoiced period.
• When you make an adjustment in Pay, these do not automatically flow to invoicing and need to be manually added.
• When you need a second invoice for the same period ending.
• If you have deleted an invoice.

Create a manual invoice

To create a manual invoice:

1. In the quick menu navigate to Invoicing > Invoices from the drop down menu. And select the Create Manual Invoice button.

   

2.  Enter in the manual invoice details. 
   • Choose an Operation (Client) from the dropdown list.
   • Purchase Order Number
   • Period Ending date
   • Issue Date
   • Enter an item description, quantity and cost.
   • Click + Add Item to add items to the invoice.
3. Click Preview Invoice then click Save Invoice.

   

4. This invoice will now appear in Pending invoices.