Creating a New Invoice Without an Existing Purchase Order:


  1. Select the "Checks" tab from the main menu.
  2. Choose "Write New Check."
  3. Enter the vendor's or individual's name in the "Payable to" field.
  4. The Open Documents box will pop up.
  5. Select “Create New Invoice” (do not check a PO).
  6. Enter the invoice number and memo.
  7. The “From” field will auto-fill with the same vendor as the "Payable to" field.
  8. If no payee is listed, manually enter the vendor’s name.
  9. Go to the “Items” tab.
  10. Enter the item/memo, quantity, cost, and account (if not purchasing inventory).
  11. Click “Add Item.”
  12. Repeat steps 10-11 to add multiple lines to the invoice, then click “Save.”
  13. The invoice will now appear checked in the Open Documents box.
  14. To add another invoice, repeat steps 1–6.
  15. Select “Pay Selected” to add the new invoice to the check.

 


Note: You may make a partial payment by adjusting the amount on the face of the check and editing the corresponding amounts on the Expense line after the PO or invoice has been added to the check.