Creating An Invoice

• To create an invoice, you'll need to navigate to your Send Outs and click "Create Send Out".

• You'll fill in the details as you usually do when creating a Send Out, however be sure to click "PURCHASE" .
• Click Next Step once you're done.

• Next you'll need to scan or type in the barcodes of the samples for your invoice. 
• Click Next Step once you're done.
• NOTE: You can view your send out details again, but clicking the small arrow on the right hand side of your screen as shown below. 
• You can also add additional fields to your layout such as "Scan Comments".
• You can do this by clicking "Layout preference" and dragging your required fields into the "selected headers" section. 
• Click Next Step once you're done.

• On the final step you'll be taken to a new window where you can enter your specific and final pricing information for each item.
• You can use the "discount" field to calculate the percentage of discount (if required). 
• Once all your pricing has been finalised, click Next Step.

• Your invoice has now been created and you can print any associated labels, invoices or barcodes. 

• Once you've finished creating your Purchase Send Out, the samples will be removed from your inventory. 
• You will still be able to run reports on these Samples and you can also view the samples in End Of Life Manager.