Purchase Orders

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 section 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.

Important Fact: If an Invoice Instruction is modified or deleted from the Library, it will not affect any Purchase Order it was previously attached to.

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'.