Invoices Workspace
The Invoices workspace allows you to create and manage expense invoices. An Expense Invoice is a bill received by the user from a third party, requesting payment for goods and services received. In this section, we will discuss the procedures related to the Invoices workspace.
The three actions which can be taken in the Collections pane of the Invoices workspace are creating an invoice, configuring the Collections pane, and exporting collection records to a .csv file. Invoices can also be created from within other workspaces, such as the Projects Workspace and the Purchase Orders Workspace.
To create an invoice:
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Open the Invoices workspace.
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Click the Create button 
in the toolbar on the right side of the Collections pane.
The Create New Invoice window opens.
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Enter the invoice number in the Invoice Number field.
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Click the Invoice Date field and use the Date Picker to select the invoice date.
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Select the appropriate currency from the Currency field.
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Click the Currency Date field and use the Date Picker to select the currency conversion date.
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If applicable, enter the purchase order number in the Purchase Order # field.
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Select the country from the Country field.
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Select the accounts payable system from the AP System field.
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Enter the vendor in the Vendor type-ahead field.
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Select the payment terms from the Payment Terms field.
Note:
The default payment terms—Net 30, Net 45, Net 60, and Net 90—refer to the number of days before payment is required. For example, an invoice with payment terms of Net 30 gives 30 days to pay the invoice.
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Enter the retention percent in the Retention Percent field.
Note:
A retention percentage is an amount that is withheld from a payment. The retention percentage is paid when the goods or services received are deemed satisfactory.
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Enter a description in the Description field.
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Click the Save button.
The Create New Invoice page closes. The invoice opens in the Invoices workspace.
Create an Invoice