Receiving Invoices
Last updated June 2, 2025
Creating an Invoice
To create an invoice, head over to the top left menu then Invoices. Afterwards, click "Create Invoice".
- Select your vendor. If you need to create your vendor, please follow this guide .
- We recommend you enter the invoice number on the invoice. This way, if someone tries to create an invoice with the same exact number, it will fail with a warning saying someone already created/received this.
- Enter the remaining information.
- If you are coming from a finalized purchase order and want to receive it, select the purchase order from the list. If you do not see it, you likely need to go to the purchase order and click "Mark Final" on it or someone already received it. After linking the purchase order and creating the invoice, you will see all the items added ready to receive.
Please watch the video on to receive an invoice. If you are coming from a purchase order, please watch from 60 seconds onwards.
Manually Receiving
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