Quick Guide: Send Invoice
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Ashley Weisser

Created Feb 21, 2023

Quick Guide: Send Invoice

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google

7 Steps
1

Navigate to the Invoices menu, in the left-hand panel.

Navigate to the Invoices menu, in the left-hand panel.
2

Click SEND INVOICE.

Click SEND INVOICE.
3

Use 'Click to Select' or 'Drag and Drop' to import a file.

See this article for more information.
https://app.tango.us/app/workflow/Import-an-invoice-using--Select-a-file--or--Drag-and-Drop--393032d57bcb4c4088f12703d4bf990a

Use 'Click to Select' or 'Drag and Drop' to import a file.
4

Click Next, once the file is imported.

Click Next, once the file is imported.
5

Click to Fill in invoice metadata. The cursor will show which item to fill from the invoice.

#1: Click Invoice Date on invoice.

Click to Fill in invoice metadata. The cursor will show which item to fill from the invoice.
6

Click to Fill in invoice metadata. The cursor will show which item to fill from the invoice.

#2: Select Org Unit in metadata or click on invoice.

Click to Fill in invoice metadata. The cursor will show which item to fill from the invoice.
7

Click to Fill in invoice metadata. The cursor will show which item to fill from the invoice.

#3: Click Invoice # on invoice.

Click to Fill in invoice metadata. The cursor will show which item to fill from the invoice.
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google

3 Steps
8

Click to Fill in invoice metadata. The cursor will show which item to fill from the invoice.

#4: Click Order Date on invoice.

Click to Fill in invoice metadata. The cursor will show which item to fill from the invoice.
9

Click to Fill in invoice metadata. The cursor will show which item to fill from the invoice.

#5: Click Invoice Amount on invoice.

Click to Fill in invoice metadata. The cursor will show which item to fill from the invoice.
10

When ready, click Send.

When ready, click Send.
Well done!
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