Manual Invoice Process

Manual Invoice Process

Please see the following steps to ensure you complete the entire manual invoice process.

After creating and verifying your invoice is correct, you must print the invoice. 
    1. Mailing the invoice is not a requirement. 
    2. Printing to pdf and closing the document without physically printing the document is acceptable. 
1. Click the printer icon in the right menu. 


2. Click print. 
The printer will default to PDF but you can change it to physically print by selecting a printer.  To select a printer, click the magnifying glass next to Destination. 


3. Click Post

    • Related Articles

    • Zoho Admin Issue Report: Quotes in CRM Status Review

      This report lists quotes in CRM that are not at the order status, but an invoice was processed in Sage. Please review these quotes and invoices to see if the quote needs updated in CRM to "Order bypassed by CRM". 1. Access the quote via the provided ...

    • Email Account - Droid Set Up

      1. Select Email 2. Select Office 365 3. Sign in using your LE email address. 4. Select Next 5. Enter your LE password 6. Select Sign In 7. Use your Microsoft Authenticator to complete the Sign In approval process. 8. Change personal settings 9. ...

    • Zoho Admin Issue Report: Populating the Territory Name Field in CRM

      All Contacts & Prospects must have the Territory Name field populated in CRM. Sometimes this field is missed due to some automated process. If you have been assigned to populate some Territory Name fields in CRM, please follow the steps below: 1. Via ...

    • Orders / Quotes in Zoho CRM with Kits

      LE has some items that are sold in kits. A kit is multiple items grouped together.  This means that the needed part item needs selected and additional part items need to be selected to complete the kit.  In LE's system, only the main part number has ...

    • iPhone Backup

      Follow the steps below to verify your iPhone is completing a backup. 1. Go to Settings on your iPhone 2. Click on your Name 3. Click on iCloud 4. Verify iCloud Backup is "On". Click Verify iCloud Backup to manually create a back up or see your most ...