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RBS - How do I create PO based invoice?: 000006362

Article Number: 000006362
Follow the instructions below to create a PO based invoice for RBS:


1 - 
From the portal homepage, select Create Invoice.

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2 - 
Search for the PO you want to invoice then select Create Invoice.

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3 - 
Enter the following invoice header information:

-Invoice Number
-Invoice Date
-Supplier VAT Number - 
If you're not sure how to update your VAT Number, please, see "How do I update my tax identifiers in the portal?​".


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4 - 
Edit the line item Quantity (if needed) that you need to invoice. You must select the Tax Type on the line item to charge the proper sales tax amount.

Note - If there are line items in the PO that you currently do not want to invoice, select X to remove the line item. The removed line items will disappear from this invoice, but will remain in the PO for future invoices.

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5 -
Do not use the FREIGHT feature under Additional Items.

6 - Do not use the upload attachments feature to attach an invoice.  Invoice attachments are not supported.

7 - Select Submit Invoice. Once the invoice is submitted, you can track the status by going to the My Invoices section of the portal.


 

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