Invoices
- Tumaini Kioko
Creating Invoices
In order to create invoices, one must have Purchase Orders enabled with the Multiple Issues Order Flow. If you have any questions pertaining to how to enable this, visit our Purchase Orders documentation page.
Checkout allows you to create invoices that can be sent to vendors from each of your purchase orders.
In order to enable this functionality, first one of your Jira Service Desk agents must submit a Purchase Order and select to e-mail it to the vendor.
After the Purchase Order is submitted, a number of things will occur:
A new Purchase Order ticket will be created and linked to the original Checkout order ticket
The relevant vendor will be added as a request participant to the Purchase Order ticket
Within the portal view of the Purchase Order ticket, the option will be available for the vendor to create an invoice.
In order to create an invoice for the purchase order, select Create Invoice. The following dialog will appear:
1 - Invoice # (mandatory)
The number identifier for the invoice. A user is capable of entering any numeric or string value here.
2 - Supplier Note
A short note that will be attached to the invoice. The vendor can choose to enter anything of importance here.
3 - Attachments (mandatory)
At least one file that is to be associated with the invoice.
4 - Shipping and Handling
Customizable Shipping and Handling costs for the items in the invoice.
5 - Tax
Customizable Tax Rate for the items in the invoice. The options when selecting a Tax Rate will come from your Tax configuration. You can also choose to also enter a specific percentage of the order total that is to be taxed.
Upon selecting ‘Submit Invoice’, an additional Invoice ticket is created and automatically linked to the Purchase Order that it was generated from, as well as to the original Checkout order ticket. In addition, the vendor is automatically set as a Request Participant for this ticket as well, just like the Purchase Order.
The ‘Pay Vendor’ button on the Invoice ticket brings the agent to the invoice details.