How do I create a new invoice?

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  • Updated 5 years ago
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I need to create an invoice for Family Christian Stores. It is not an invoice to be created from a po I received as they are on consignment with us. They send an excel spreadsheet of sold items for the month and I bill them in our system. Now that we use WebForms for EDI with Family I don't know how to create and send them an invoice.
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Amanda Jenkins

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Posted 5 years ago

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Kayla Johnson, Alum

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Hey Amanda,

Thank you for posting in the Support Center! I am currently working with your Implementation Analyst to see if we can add the Free Form Invoice option to your account. This will then allow you to invoice those PO's that aren't in your WebForms Account.

I will be reaching out to you shortly regarding a resolution.

Thanks!
(Edited)
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Amanda Jenkins

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Awesome! Thank you so much.
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Kayla Johnson, Alum

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Hey Amanda,

I have requested that your Implementation Analyst reach out to you regarding this free form invoice. I will send you an outside e-mail with your Implementation Analyst's information as well as she will be assisting you during the first stages of getting setup with WebForms.

Thanks and have a wonderful day!

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