1. Click "Accounting"
2. Click "Payables (Beta)"
3. Click "Generate Vendor Invoices"
4. You should be able to see a list of all your Vendors that have Completed Work Orders. Click on the Vendor row to see all their Sites.
Note: If you are seeing any Vendor's name in this list it means there are some Completed Trips and waiting for Invoices to be generated. This new feature will only show Completed Trips/Work Orders in this list to Generate Client Invoices.
This list is “nested” and follows this hierarchy:
Vendors → Sites → Work Orders → Trips
5. Click on the Site row to expand further to see all Work Orders under this Site waiting for Vendor Invoices to be generated.
6. Click on Work Order row to further expand and view all the Trips waiting for Invoices to be generated.
7. Click "GENERATE INVOICE" on the Trip row
8. You should see a pop-up and click on "GENERATE"
9. Enter Net Terms
Note: All fields with an asterisk "*" are mandatory fields
10. You should be able to see all the Line Items available automatically as per the Trip Service
11. Click "ADD LINE ITEM" to add new Line Items
12. Click the cross "x" icon to remove a line item
13. You should see a pop-up confirming this step. Click "DELETE" and this will remove the line item from the Invoice
14. Click the "Custom ID/Name*" field to enter a Custom ID. This is a mandatory field while generating a Vendor Invoice
15. Click "SAVE AND APPROVE" in top right corner button
16. You should see a success modal pop-up confirming that the Vendor Invoice has been successfully created.
