Add an Invoice
Enter what you pay your vendors for their services.
- You must have accounting administrator or the appropriate accounting specialist permissions to perform this task.
- In the top-left corner, click your ministry hub then Accounting. Then click Transactions > Invoices.
- Click Add Invoice.
- If the invoice is a credit, select Invoice Credit.
- Select the Payee, the Invoice Date, and the Due Date.
- The Invoice Number is entered automatically based on the vendor but can be changed.
- In the Amount field, enter the full amount due.Tip: When adding a new invoice with multiple distributions, leave the first Amount field alone. Once all of your distributions are entered, click Save or Save & Add Another to calculate your total amount automatically!
- In the Account field, begin entering each account segment, then select it from the list that displays as you type. The fund and core account are required; the other fields are optional.
- In the second Amount field, enter the amount for that account.
- Optional: Enter a Comment and select a Project.
- Click Add a line if the transaction is split across more than one account.
- Optional: Enter a Description to describe the invoice.
- If you need to attach a file, click the Attachments tab.
- Click Add Attachment.
- Click View allowed file types to make sure your attachments will be accepted.
- Click Choose File.Locate and select the file you want to attach.
- Give the file a descriptive name.
- Add notes to further define what the attachment is for.
- Click Save.
- If you want to add another invoice, click Save & Add Another. Otherwise, click Save.