Create a Self-Invoice

Use these steps to create a single self-invoice.

To create a single self-invoice:

1. In the Purchase Processes workspace, select the relevant purchase order from the filter list.
2. If you need to confirm that you created job entries which reference the purchase order lines, navigate to the Not invoiced job entries sliding panel (Purchase Processes workspace > Purchase Process > Purchase Order tab > Allocation sub-tab > Not invoiced job entries sliding panel).
3. In the Purchase Order tab, click Actions > Create Self Invoice.
4. The Create Self Invoice dialog box opens.
5. Fill out the following fields:

   • Entry Date

   • Cut Off Date (optional)

     Click Create Self Invoice.

     Maconomy displays the following message: Vendor invoice created.

     Click OK.

     To view the created vendor invoice, you can navigate to either of the following:

   • Related Vendor Invoices sliding panel (Purchase Processes workspace > Purchase Process > Purchase Order tab > Related Vendor Invoices)

   • Vendor Invoices workspace