====== Creating Direct Charge Invoices ======

You can create a direct charge invoice for purchases that are not attached to a purchase order. There is no initial encumbrance. This method simply expends money from your funds using an invoice. You can use this method for bulk purchases where you don’t need/want to track individual line items. For example, say you buy some children’s books, coloring books and supplies for a children’s program and you just want to expend that money in bulk from your funds. You can use a **direct charge invoice** with one or more direct charges, to expend the total purchase price from your funds. 


1. Go to **Acquisitions => Create Invoice**.

2. Enter the invoice information from the paper invoice in the top half of the invoice screen.

3. The system fills in the Invoice Date with the current date. :!: You should update that to the date on the paper invoice if it is different.

4. In the **Provider** box start typing the name of the provider and then select it from the list presented. The Shipper box will fill in automatically.

5. The **Receiver** will default to the workstation location. You can select a different location from the dropdown menu in necessary. 

6. All other fields are optional.

7. Click **New Charge** to add a charge to the invoice.

8. Select the **Charge Type** from the dropdown menu. :!: The fund menu appears.

9. Select a **Fund** from the dropdown menu.

10. Enter a **Title/Description, Author, and Note** of the order or resource (optional but recommended).

11. Enter the ** Amount Billed**.

12. Tab to the **Amount Paid** box. :!: The amount will fill in automatically though it is a little slow. You can also type the amount in manually.

:!: Billed and Paid amounts should be equal.

 To add additional charges to the invoice click the New Charge button again. :!: You can also add additional charges for shipping, handling, or other changes by selecting the appropriate charge type from the dropdown.

13. Click **Save** and then click **Close Invoice** to finalize the invoice. Click **Save** if you want to save your work to finish later. :!: Money will not be expended until the Close Invoice button is clicked.