Send an Invoice Based on an Invoice Draft

Please Note

One invoice can be sent for one draft account - multiple invoices for one draft, or one invoice for multiple drafts, can not be sent.

To begin, enter the "Received Invoice Drafts" module from the main menu.

Locate the relevant draft using the search options on the right side of the screen. Then, right-click on the draft line and select the option "Flip to Tax Invoice" from the drop down menu.

Keep in mind

The system will not allow the creation of an invoice on the basis of a draft if the customer requires approval or viewing of the draft.

Upload the invoice image by clicking the "Browse File" button and locating it on your desktop. Make sure the invoice has a "Source" or "Original Copy" stamp.

The digital signature password field will always be automatically filled out for you, so there is no need to make updates to this field. 

When finished, click on "Next".

Fill in all the required fields according to the details in the invoice image.

When finished, click on "Next".

The invoice lines will be drawn automatically from the draft invoice. The amounts / quantity cannot be edited.
In the next screen you can add a discount and enter the VAT percentage (If VAT does not apply to you, enter 0 in this field).

When finished, click on "Next".

Finally, please make sure that all the data has been entered correctly and the information matches the invoice image.

When finished, click "Send Invoice".

The option to send an invoice draft is up to the customer.