Method | Used for / Benefit |
From the + menu, click New Invoice | Perfect for recording a standalone invoice. You can also link it it an order and import the line items from here. |
Documents > Invoices | Use the icon to create a usual or grouped invoice. Uses a Wizard to create the invoice. |
Documents > Purchases | From here, find your order and select it. Click Batch invoice at the top. This is a very useful way of recording an invoice because you can see instantly through the icons, the state of the GRN (if any) and the approval. This will again run the Wizard |
Invoices Inbox | Have your invoice attachments arrive in Zahara from your email account. You can then process them easily. To set this up you need to create an email address within Zahara or create a Microsoft Flow. Read the dedicated help article |
SmartInvoice | SmartInvoice is perfect for processing more than 300 invoices a month. You can load invoices and process them much faster. |
ABBYY FlexiCapture | FlexiCapture is the scalable OCR tool that we recommend for processing more than 1000 invoices per month. It is a robust enterprise class application. |