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CCR Coca-Cola Refreshments - How do I create PO based invoice (eFlip)?: 000006445

Article Number: 000006445
Follow the instructions below to create a PO based invoice for Coca-Cola Refreshments:

1 - From the portal homepage, select Create Invoice.

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2 - Search for the PO you want to invoice then select Create Invoice.

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3 - Enter the following invoice header information:

-Invoice Number. Use the same invoice number you use in your accounting system. 
-Invoice Date. CCR does not allow backdated Invoices. Only current date is accepted.
-Requestor Name: This field is mandatory. If name is not found, please, search by typing an asterisk "*" and the first name. If this is not working, please, try with an asterisk "*" and last name. If the name is still missing, contact CCR AP.

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4 - Edit the line item Quantity (if needed) that you need to invoice. 
Note - If there are line items in the PO that you currently do not want to invoice, select X to remove the line item. The removed line items will disappear from this invoice, but will remain in the PO for future invoices.

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5 - Select Upload Attachment to attach supporting documentation to your invoice. You can also add additional charges like "Freight" or "Insurance" by clicking on the "Add" button.

6 - Enter the Sales Tax.

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7 - Select Submit Invoice. Once the invoice is submitted, you can track the status by going to the My Invoices section of the portal.

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Manage your bank information through the portal!

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