Adding line items to an invoice

If line items are configured for the package, you can capture line item details. Line items are defined as an invoice breakup details in terms of goods, quantity, and value or discounts and taxes.

For more information on creating line items. See Defining line items.

This topic provides details about adding line items to an invoice. You can add line items using Add Row or Use Wizard.

Adding line items

1. Create an invoice.

For more information on creating an invoice, see Creating an invoice.

2. You can add line items using Add Row or Use Wizard method.

Using Add Row

If the line items are defined for a package, line items grid is displayed on the Create Invoice Page.

1. Specify the following details in the row:

• Particulars: Displays list of line types defined while adding the line item.

• +/-: Displays respective value (+ or -) based on the line type selected in particulars field.

• Quantity: Specify the quantity of goods to be shipped for this invoice and unit measure.

• Rate: Specify the Rate per piece of the item.

• Amount: Specify the total amount of invoice.

• Remark: Specify remarks if any.

2. Click Add Row to add the more items to an invoice.

3. Click Verify when all the details of an invoice are added and submit an invoice for approval.

Using Wizard

1. Create an invoice. For more information see Creating an invoice.

2. Click Use Wizard. The Line Items popup window is displayed.

3. Specify the following details:

• Particulars: Displays list of line types defined while adding the line item.

• Amount: Specify the cost rate of the goods, if this is a discount or a tax item then specify the discount or tax value respectively.

• Remarks: Specify remarks, if any.

• Quantity: Specify the quantity of goods to be shipped for this invoice and unit measure.

• Factor: Specify the multiplication factor to get another number.

• Rate: Specify the rate per unit and unit measure.

• Country of Origin: Specify the country from which the goods would be shipped.

4. Click Save to save the line item details.

· Click Save & Add Another to save the line item and add another line item.

· You cannot submit a PO for approval, until the total sum of line items is equal to the PO amount.

Where to go from here

Approving an invoice