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Overview

AP Invoices can be entered by Accounting Users or Operations Users. The following steps outline the process of entering an AP Invoice into R365.

Step 1: Hover over the 'Vendor' menu in the top ribbon and select 'Invoice'. This action will open a new tab with a blank AP Invoice form

Step 2: Select (or enter) the name of the Vendor for this invoice. If the vendor selected has a default payment term, that will populate in the 'Payment Terms' field.

You can manually change the Payment Terms by updating the Payment Terms field. Any changes to the Payment Term will also affect the Due Date

Step 3: Enter the invoice number, the amount, the location, and update the invoice date. Optional comments, or credit expected values can be entered now as well

Step 4: Enter the invoice details. Depending on the Vendor selected in step 3, the detail entry grid will either display 'Select Account' or 'Select Item'. Enter all invoice details until the 'Unassigned Amount' warning below the 'Amount' field disappears

Step 5: Save the invoice. Hover over the 'Save' menu and select the desired save option. Attachments can be saved with this invoice if desired. Click on 'Upload' button to attach a scanned version of this invoice