Creating a Miscellaneous Invoice

• Navigate to the customer
• Choose the Invoice/Payment switch view
• Select Create Misc. Invoice
• Enter all appropriate information

Invoice description:

• Invoice description:
  • Should accurately reflect the purpose of the invoice.
  • Should use the following naming convention
    • <<INVOICE TYPE>> – <<DESCRIPTOR>>
    • ACUI PROCURE – <<VENDOR NAME>> <<QUOTE ID>>
    • PROMOS – <<PRODUCT TYPE>>
    • ATRIA – <<DESCRIPTION OF FEES>>
• Item description
  • The item description and comments can be added for each item.
  • By default for the description and the comments will appear on the invoice.
  • Row for comments only (no price) can be created by simply adding a description without an item.
• Term
  • Most invoices have a term of NET30

KEYWORDS: Invoice, a/r, promos, procure, atria, billing, product, receivable