Manually Create Prepayment Invoices

Use the Create and Edit Transaction pages to manually create a prepayment invoice.

Before you create a prepayment invoice, ensure that you have created one or more prepayment transaction types.

A manually created prepayment invoice can have only one invoice line.

To manually create a prepayment invoice:

1. Navigate to the Create Transaction page.
2. In the Transaction Class field, select Invoice.
3. Select the Business Unit and Transaction Source for this prepayment invoice.
4. In the Transaction Type field, select a prepayment transaction type that you previously created.
5. Complete the remaining header and customer information according to your requirements.
6. In the Invoice Lines section, enter the one invoice line.
7. Click the Save button.
8. Review the prepayment invoice.
9. Click the Complete and Close button.