Manual Invoice Creation

Create Invoice Header:

         

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Create Invoice Extended Info screen:

         

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Add Invoice Lines:

          

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Add Shipping Line charge to the invoice record:

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Add Discount Line to the invoice record: (Serials)

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Add International Bank Transfer Fee Line charge to the invoice (for Credit Card Purchases only) handled by reconciler

Check Peoplesoft for amount charged on statement.

Finish Invoice Record

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Oddities:

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Modify Auto Created Invoice

Modify Invoice Header In Sirsi (Auto Created by Vendor, ex. Yankee, Ebsco), not for Firm.

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Modify Invoice Lines as needed
Finish

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Notes

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