How can I create a new invoice without being able to choose or edit PO?

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How can I create an invoice to be sent when there is no PO to choose? Dollar General told me i neede to manually submit two invces from April to recieve payment, but the PO's are not our there.
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Sarah

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Posted 5 years ago

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Paul, Alum

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Good Morning Sarah,

I had a chance to take a look at your account.  For Dollar General, when you need to make an invoice but haven't received the order via EDI, you can complete what is called a free form invoice.  To do this, simply click 'New Document' on the left-hand side of your WebForms account.  Next make sure Dollar General is selected in the drop-down menu. Last choose 'Invoice DSD'.  This will open an invoice form without needing a purchase order.

One thing to note about free form invoices is they typically require quite a bit of data entry since there is nothing to pull data from (like a PO).  I recommend setting up defaults in order to assist in filling in some of those fields that remain the same.  To learn how to do this, please watch this training video.

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