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Click Date Invoiced window button, if necessary. Type date of paper invoice into the window
Click Add Extended Info button.

Click OK to advance to next screen of invoice creation where you will add each invoice line.

Line number field is automatically populated.
- Set Link field to:
  - ORDER - use for first time payment against a PO.
  - ADJUST - use for additional payments against a PO in current FY. ex. Standing orders, Continuations
  - FUND - use when paid against a fund. ex. Binding invoices
- Populate Amount field from line on invoice.
- If Link is:
  - ORDER - populate the Order ID and Orderline fields with the PO number and corresponding orderline.
  - ADJUST - populate the Order ID and Orderline fields with the PO number and corresponding orderline.
  - FUND - populate the Fund ID field with the fund code used for payment.
- Fiscal Cycle window defaults to current fiscal year, if blank populate with the current fiscal year.
- Click Add Invoiceline
- Click Modify Invoiceline. If you encounter a fund overencumbered error message, click Cancel instead.
- Verify that the title which appears matches the title on the paper invoice.
Repeat Add Invoice Lines instructions above for each line on the receipt/invoice, etc.

Click Add invoice line
Type "SHIPPING" in the Line field instead of a line number.
Click drop down menu at Link field; choose "Price Prorated."
Type shipping charge into the Amount field.
Click: Add invoice line; Click: Modify invoice line.
At the prompt, click prorate icon at top left of screen; click "OK" on the message window.
Exception: When multiple funds are clearly visible on invoice (YBP), check the "Display Fund Summary" for account numbers and dollar amounts, BEFORE adding shipping line.

Click add invoice Line.
Type "DISCOUNT" in the Line field instead of a line number.
Click dropdown menu at Link field; choose "Fund."
Type discount value into the Amount field. (format: -value)
Type Fund in Fund ID field:
- Monographs: Choose fund from invoice.
- Serials: Use HSSSN.
Click: add invoice line, modify invoice line.

Check Peoplesoft for amount charged on statement.

Screen will return to invoice with orderlines showing.
Check total of the online record against the paper invoice. These amounts should match.
Close the invoice window in Workflows.
If not already done, initial and date the Goods Received and Invoice Received lines on the invoice verification stamp.
Initial and date the Invoice Verification stamp in the top left corner.
Proceed to Pay Invoice.
Additional Monographs documentation

Receipts/Invoice for multiple copies of a title: Change quantity on invoice line
T.V.A. (tax value added charges are on some foreign invoices. Simply add that charge into the cost of the item on a one-line invoice. Otherwise, do the prorated Link as "Price prorated."
When multiple funds (State and Endowment) are used on the same invoice: See shipping Exception.

Search for invoice number
Click on Extended Information
- Add payment type in Note field if appropriate: ex. EBSCO PREPAY (Serials)
- Add initials in Receiver field
- Add date received
- Click OK to advance to next screen of invoice creation where you will add each invoice line.

Review invoice for underlinked lines
Correct as necessary by linking purchase orders, creating orders, etc. YBP Errors - Receipt of titles (in progress)
Verify titles and charges
Check total of complete record
Invoice may be paid, but lines are underlinked. It may be necessary to unpay, then check total after modifying and then pay again.
Yankee underlinked invoicelines

Dustjackets - require an additional line, will be necessary to unpay, add line and pay, using JACKET for the line and price prorated for the link.
Verify vendor names match (ex. YBPUK, YANKEE) for purchase and invoice. Otherwise invoice will not link purchase orderlines.