Creating a Blank Form Credit Memo

The Collector user must have Create/Edit Invoices permission added to the role.

To create a blanket PO invoice from a blank form:

1. From the Open Blanket PO page, click the Create Invoice button at the top or bottom of the page.

1. • Select From a Blank Form from the drop-down list.

   • Select the Payer name from the drop-down list.

   • Select your Remit to Account from the drop-down list.

   • Select a Non-PO Invoice Presentation from the drop-down list.

   • Select the Bill To Address from the drop-down list.

   • To enter a different shipping address than the bill to address, click Ship To and enter the shipping address information.Click OK to open a New invoice form.

2. Enter the unique Credit Memo number which supports integration with your source ERP system. The IPP will validate for uniqueness within Collector account. If the invoice number is not unique within the Collector account, an error message appears.
3. The check boxes preceding each line item indicate an active (checked), or inactive line. Select the lines to be included in the invoice.

Note: You must check at least one line item per invoice.

4. Required. Enter the Service Date To date.
5. Required. Enter the quantity invoiced in the QTY field.
6. Required. Enter the item cost in the Unit Price field.
7. Required. Enter comments in the Comments box.
8. Click Submit to enter the credit memo.

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