You can save documents such as online invoices, online credits and Purchase Orders (POs) in the following instances:
· When you cannot get the invoice accepted immediately.
· When you have not entered all the details.
· When you want to finish creating the documents later.
To save an online invoice, perform the following steps:
1. Click Invoices > Create online invoice from the Document Exchange tab.
2. Enter the header and line details of the invoice.
3. Click the Save button at the bottom of the page to save your document, or click Save at the top right of the page.
Note: You can resubmit a saved online invoice by clicking the Submit button. This will allow you to add a comment and save the online invoice with the invoice number as the key.
4. Enter an invoice number in the Invoice Number field to save the invoice and add a comment about the invoice in the Comment field.
A confirmation screen is displayed once the online invoice is saved.
