====== Invoice Overview ======

Invoices expend funds encumbered by a line item or Blanket Order direct charge on a purchase order. You can also expend funds directly on an invoice using a [[new_-_direct_charges|Direct Charge]].

{{::acq_ang_invoice_new.png?direct&700|Invoice}}

===== Buttons from Left to Right =====

{{::acq_ang_invoice_buttons_top.png?direct|Top Buttons}}

  * **New Invoice** - Creates a new invoice
  * **Close Invoice** - Closes the invoice
  * **Save** - Saves the invoice but does not close it
  * **Up-Down Arrows** - Open/Close the invoice header

===== Invoice Header =====

{{::acq_ang_invoice_header.png?direct|Invoice Header}}

**Red highlighted fields are required.**
  * **Vendor Invoice ID** - Enter the invoice number on the paper invoice.
  * **Provider** - This is a type ahead box. Start typing the provider name and select the provider from the list.
  * **Shipper** -  If you have filled in the Provider box, the shipper will fill in automatically when you click in the box.
  * **Receive Method** - Select the method (Paper or EDI, from the dropdown.
  * **Receiver** - Defaults to the workstation location. You can select a different location if necessary.
  * **Invoice Type** - Free text field.
  * **Payment Method** - Select EDI or Paper from the dropdown.
  * **Payment Auth** - Free text field.
  * **Note** - Free text field.
  * **Invoice Date** - The date defaults to the current date.  Enter the invoice date from the paper invoice or select it from the calendar widget.
  * **Closed Date** - Displays the date the invoice was closed. If the invoice is open the field is blank.
  * **Closed By** - Displays the user that closed the invoice with a link to the users account. If the invoice is open the field is blank.

===== Saved Data Summary and Fund Summary =====

{{::acq_ang_invoice_data_summary.png?direct|Summaries}}

  * **Saved Data Summary** - Displays the total billed, total encumbered, total paid and balance owed. 
<note warning>Balance Owed is currently not working correctly and always displays $0.00 as the amount. If you can't save your invoice check that you have entered your amounts correctly.</note>

  * **Fund Summary** - Displays the funds that are in use in the invoice. :!: Currently the invoice needs to be closed for the funds to display.

===== Tabs =====

=== Invoice Functions Are Accessed From Tabs ===

**In an open invoice all tabs are active.**

{{::acq_ang_invoice_tabs_open.png?direct|Open Invoice Tabs}}

**In a closed invoice only the Invoice Line Items and Print Preview tabs are active.**

{{::acq_ang_invoice_tabs.png?direct|Closed Invoice Tabs}}


==== Invoice Line Items Tab ====

**Lists the line items and charges included in the invoice.**

=== Line Item Amounts ===

{{::acq_ang_invoice_line_item.png?direct|Line Item Amounts}}

The #Invoiced, #Paid, Billed, and Paid amounts need to be filled in to match your paper invoice.  In an EDI invoice these amounts would already be filled in and you just need to verify that they match the paper invoice.

==== Detaching a Line Item ====

1. Click the **Detach** button next to the Paid field in the line item you want to detach.

{{::acq_ang_invoice_line_item_detach.png?direct|Detach Button}}

2. A dotted black border will appear around the line item amounts along with a **Reattach** button.  Clicking the Reattach button restores the line item.

{{::acq_ang_invoice_line_item_reattach.png?direct|Reattach Button}}

3. Click **Save** and the line items you detached will be removed from the invoice.


==== Actions Dropdown ====

The actions in the dropdown become active when line items are selected.

{{::acq_ang_invoice_actions_menu.png?direct|Action Dropdown}}

**Actions include:**
  * **Export Single Attribute List for Selected Line Items** - allows you to download ISBNs, ISSNs, or UPCs for selected line items.
  * **Mark Selected Line Items as Received** - Select the line items you want to receive and then choose this option from the Actions menu.
  * **Un-Receive Selected Line Items** - Select the line items you want to un-receive and then choose this option from the Actions menu.
  * **Cancel Selected Line Items** - Select the line items you want to cancel and then choose this option from the Actions menu. You will then be prompted to choose a Cancel Reason.
  * Apply Claim Policy to Selected Line Items (Claiming is not currently used by NOBLE)

==== Line Item Selection, Filtering, and Sorting ====

[[purchase_order_overview#line_item_selection|Line Item Selection]] functions the same as in a purchase order.

[[line_item_filter_and_sort_options_in_the_purchase_order|Line Item and Filter Sort Options]] are the same as in a purchase order.

See more information about the line item section in [[purchase_order_overview|Purchase Order Overview]] and [[line_item_overview|Line Item Overview]]

==== Direct Charges, Taxes, Fees, etc. ====

See more information in [[new_-_direct_charges|Direct Charges]]


===== Batch Receive Tab =====

{{::acq_ang_invoice_batch_receive_tab.png?direct|Batch Receive Tab}}

==== To receive items: ====


1. Click on the Batch Receive tab in the invoice.

2. Select the line items you are receiving.

3. Enter the number of items you are receiving in the Receiving box for each line item.

{{::acq_ang_invoice_batch_receive_line_item.png?direct|Receive Line Items}}

4. Click the Receive Selected Items button.

{{::acq_ang_invoice_batch_receive_line_item-2.png?direct| Received Line Items}}

5. The received line items will turn grey.




<note>The invoice must be open for the Batch Receive tab to be active. If you want to receive items in a closed invoice you will need to re-open it.</note>
===== Search Tab =====

Here you can search by ISBN, line item ID, and other fields to retrieve a line item and pull it into an invoice.

{{::acq_ang_invoice_search.png?direct|Search for Line Item}}

**Set As Default Line Item Search** - You can set up a search and save is as your default by clicking this button. In the image above a default search has been set up for searching by ISBN.

**Reset Default Search** - Resets the search to system defaults.

**Keep Results between searches** - so that you can build a list of line items you have searched, select them all, and then add them to the invoice all at once.

**Retrieve Results Immediately** - :!: Do not use. This option does not really apply here.

**Limit to Invoiceable Items** - :!: Do not use. This option does not work with Backordered items.

==== Adding Line Items to an Invoice ====

{{::acq_ang_invoice_add_line_items.png?direct|Add Line Items}}

1. Search for the line items you want to add.

2. Check off the line items to select them. :!: Selecting the checkbox at the top of the list will select all line items listed.

3. Click on the **Add Line Item(s) to Invoice** button.

4. Click back on the Invoice Line Items tab if you are finished adding line items.

<note warning>If you click to another tab, like the Invoice Line Items tab, and then click back to the search tab, any line items you searched will be cleared from the Search tab.</note>










===== Print Preview Tab =====

Displays a preview of the invoice. Click the **Print** button to print the invoice.

{{::acq_ang_invoice_print_preview.png?direct|Print Preview}}