Enter an Invoice Manually

If you have a servicing in BookLink that is missing an invoice you can use your printed invoice to recreate the BookLink invoice before posting.

Note:
1) Manually creating an invoice or modifying an invoice on these screens does NOT change the inventory of any product on the display or in your district inventory.

2) This only works on unposted servicings.

Right-click your servicing on the Posting screen and select "Edit Servicing"

Click the Invoicing tab and click the Add Invoice button

Enter the invoice number, date, and invoice type (credit, charge, or combined) from your printed invoice or POD slip.

Click Save

Click on the invoice number you just created to highlight it blue then click the Add Item button

Enter the 

UPC as the ItemID

Price and

Qty

and click the Save and New button then enter your info for the next item.

NOTE: This example is a credit invoice so these are credit quantities. Ignore the minus symbol on the printed invoice when entering the qty on this screen.

Review your quantities per price point to confirm they match the printed info

Review the TotalInvoi amount 

Review the Servicing Date and Service Rep

If all info is correct you can save the servicing and proceed to posting.

Reminder: Manually creating an invoice or modifying an invoice on these screens does NOT change the inventory of any product on the display or in your district inventory; If you need to adjust inventory that must be done separately and also before posting.