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

  • 1
  • Question
  • Updated 5 years ago
  • Answered
  • (Edited)
Archived and Closed

This conversation is no longer open for comments or replies and is no longer visible to community members. The community moderator provided the following reason for archiving: irrelevant

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.
Photo of Sarah


  • 90 Points 75 badge 2x thumb

Posted 5 years ago

  • 1
Photo of Paul

Paul, Alum

  • 5,714 Points 5k badge 2x thumb
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.

This conversation is no longer open for comments or replies.