Invoice Instructions

(Roles: Super Admin, IT Manager)

OVERVIEW

Invoice Instructions can be boiler plate verbiage that is printed within the body of a Purchase Order. Invoice Instructions can be entered in this page by a Super Admin or a PO Manager in one block of text or line by line. This “library” of standard verbiage can be selected and pasted into the PO by the user.

QUICK TUTORIAL

Instructions

Create New Invoice Instructions

Step 1: In the Left Navigation click on ‘Admin’.

Step 2: Go to 'Purchase Orders' and click on 'Invoice Instructions'.

Step 3: Click on 'Create New Invoice Instruction'.

Step 4: Input the New Invoice Instructions into the textbox.
Step 5: Click on 'Save'.

Delete Invoice Instructions

Step 1: In the Left Navigation click on ‘Admin’.

Step 2: Go to 'Purchase Orders' and click on 'Invoice Instructions'.

Step 3: Click on the 'Trash Bin' icon.

Step 4: Click on 'Yes'.