FasTrax POS Lifeline Documentation

Create New Invoice in Director

When choosing the “Create New Invoice” button on the “Previous Invoice” screen, the user will be presented with the following window.

1. Store – Chooses the store that the invoice will be created for
2. Vendor – Chooses which vendor that the invoice will be for
3. From Purchase Order – This checkbox allows the invoice against a purchase order
4. Purchase Order Dropdown – When the “From Purchase Order” checkbox is chosen, this dropdown populates purchase orders that the invoice will be created against
5. Invoice # - Text box where the invoice number is input (invoice numbers have to be unique per vendor)
6. Date – The date of the invoice
7. Surcharge – If there is a surcharge fee for the invoice
8. Notes – Allows notes to be entered in for the created invoice
9. Create Invoice – Creates the invoice based on the input parameters
10. Cancel – Cancels the invoice from being created