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Telephone and Data Systems - How do I create PO based invoice (eFlip)?: 000007957

Article Number: 000007957
From the portal homepage, select Create Invoice.

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

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Enter the following invoice header information:
  • Invoice Number - special characters and spaces are allowed.
  • Invoice Date - invoice backdating is not allowed.
  • Customer Tax Identifier - this field is mandatory.

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Edit the line item Quantity (if needed) that you need to invoice. If both the Unit price and Quantity fields are enabled, you're invoicing a service PO. In that case Quantity should always be 1, and the value has to be entered in the Unit price field.
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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Select Upload Attachment to attach supporting documentation to your invoice. You can also add additional charges like "Freight" or "Insurance" by clicking on the "Add" button. Restocking Fee should only be used when creating a credit memo.

Enter the Sales Tax.

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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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