Record delivered inventory on an invoice
Who can use this: Finance staff and other accounts with the relevant finance permissions.
Before you start
Check the student, branch and academy currency. Viewing invoices, recording payments, reviewing proofs, reversing payments and managing credit use separate access.
Record delivered inventory on an invoice
- Check the inventory items, quantities and location.
- Confirm that the goods have actually been delivered.
- Select Mark Delivered and read the confirmation.
- Confirm delivery and review the stock effect.
What happens next
The delivered-goods workflow records the inventory movement.
Troubleshooting
Do not use this to record a cash payment. Returning goods later and refunding money are separate actions.