Advanced Enterprise Technologies, Inc.
Table of Contents

Complete Invoice Creation Process

You will need to follow these steps if you have opted to create invoices manually, which is determined in the Invoices section of the Accounting tab when creating a new allocation.  

 

On the dates scheduled for invoices, you will receive an email notification titled Invoices Ready to Review. The invoices will not be created until you have clicked the Create Invoices button on the Allocation Schedule.

The two methods below outline the process once the notification is received:

 

First Method:

  1. Click the Launch Quadra button within the notification email or click the provided link.
  2. You will be directed to the Allocations module. On the Invoices page for the particular scheduled date, click Create Invoices above the grid.

 

Second Method:

This method involves opening the Allocations module without the email link.

  1. From within Quadra, open the Allocations module.
  2. Find the Allocation within the list. Under the action menu, click View Schedule.
  3. Within the schedule, find the specific invoice date. Under the action menu, click View Invoices.
  4. On the Invoices page, click Create Invoices above the grid.

The Create Invoices option will only be available if you have this permission selected in the Administration module. Read more about the permissions related to allocations and accounts receivable.