Invoices
Find out how to create, edit, import, and pay invoices in WorldShare Acquisitions.
- Add items directly to an invoice (without ordering first)
- Discover how to find and add items directly to an invoice without ordering first in WorldShare Acquisitions.
- Add previously ordered items to an invoice
- Discover how to add previously ordered items to an invoice in WorldShare Acquisitions.
- Create new invoice
- Discover how to create a new invoice in WorldShare Acquisitions.
- Edit an invoice
- Discover how to search for and edit existing invoices and how to edit existing invoice item information.
- Import invoice and shelf-ready data from MARC file
- Discover how to import an invoice and/or shelf-ready data from a MARC file in WorldShare Acquisitions.
- Import invoice data from EDIFACT file
- Discover how to import invoice data from an EDIFACT file in WorldShare Acquisitions.
- Integrate invoice information with your financial system by implementing the WMS Accounting System Invoice Connector
- Discover how to implement to the Accounting System Invoice Connector to synchronize invoice information between WorldShare Acquisitions and your financial system by exporting and importing a single invoice file.
- Integrate invoice information with your financial system using platform API
- Discover how to match Budget Fund Codes, Match Codes, and Vendor numbers with external financial systems using WorldShare Acquisitions.
- Mark as ready
- Discover how to mark an invoice's status to Ready to prevent it from being edited in WorldShare Acquisitions.
- Pay an invoice
- Discover how to pay an invoice in WorldShare Acquisitions.
- Receive and invoice monographs at the same time
- Discover how to receive and invoice single-part and multi-part monographs in WorldShare Acquisitions.
- Search and filter invoices
- Discover how to search for and filter invoices in WorldShare Acquisitions.
- Search and filter invoice items
- Discover how to search for and filter invoice items in WorldShare Acquisitions.
- Unpay an invoice
- Discover how to unpay an invoice in WorldShare Acquisitions.