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Upload a copy of the invoice and any approval information by dragging them to the box under Links & documents or select or choose file.



9. Click Save & close at the bottom. 


10. Select Add under Invoice lines.



11. A pop-up will appear where you can search for an order line by title or PO#. After you've identified the order line, click the checkbox next to the PO# and click Save.



12. The Invoice lines field will now be populated with the title you just selected. Next, click on the invoice line.



13. Select Edit from the Actions drop-down menu.



14. On the Invoice line information edit screen, fill in the following information:
      - Subscription info: P for print, E for electronic, P+E for both
      - Subscription start and end dates
      - Comment: fill in volume or enumeration info in this field
      - Sub-total: the cost of that particular line item (as stated above, if this is a single-line invoice, you will include shipping in this field similar to our practice in Voyager)
      - Fund distribution

NOTE: Release encumbrance should be checked unless the amount on the invoice ends up being more than what was brought over from the POL. In other words, if there is no money leftover from the payment, there is nothing to release. 

NOTE 2: For implementation, the POL's have migrated at $0. For FY22, the release encumbrance box does not need to be checked at all. Accounting will use what is charged on FY22 invoices as a basis to create a commitment for FY23 and will be adding a percentage increase each year going forward.

15. Click Save & close.


16. If adding more invoice lines, repeat steps 10-15 for each item.


17. Note that when you pay for an e-resource, you will be selecting Electronic Resource - perpetual under Expense class in Fund distribution. This replaces the -01 suffix that we used in Voyager.




18. Double-check to make sure that the Calculated total amount matches the total on the invoice.

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