Close an Invoice

Invoices must be closed in Evergreen for line items to show as paid and for funds to update from encumbered to spent.

  1. Open or create an invoice.
  2. Enter information into all of the required fields.

    1. see xref:
  3. The totals at the bottom of the invoice will calculate based on the information entered.
  4. These totals must match or the invoice will not close.
  5. In the Billed column, enter the amount paid for each line item. The Paid column will auto-fill to match.
  6. If your invoice contains proratable charges, click Prorate.

    1. This prorates the charges, such as taxes, across funds if multiple funds are used to pay the invoice.
  7. Save the invoice.
  8. Click Save to save the changes you have made and keep the invoice open.
  9. Click Close to close the invoice. Once all the line items and invoice charges have been added the invoice must be closed.

Invoices can be re-opened at a later date if adjustments are required. See Re-Open an Invoice.

A "Paid" label appears along the bottom of each line item in the PO display when every non-cancelled copy on the line item has been invoiced.

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