You can add a new invoice for a chapter under the chapter's record in Compass > Compass Billing tab > Invoices menu. Select the ADD INVOICE button.
Enter information in the Add Invoice box as applicable.
Select the Generate and Continue button to add the unposted invoice.
The invoice will then appear on the chapter's Compass Billing invoice listing as unposted.
- Select the row of the invoice to add transactions.
On the invoice detail screen, select the ADD TRANSACTIONS button to enter charges for that invoice.
On the Add Standard/Inventory Transactions screen, enter transactions as appropriate for the chapter's invoice.
- Click the Add Transactions button at the bottom of the screen to apply the transactions to the invoice.
The transaction(s) will then appear on the invoice detail screen. Until the invoice is posted, you can continue to add, edit or delete transactions for the invoice.
To edit a transaction on an unposted invoice, select the row of the transaction and make appropriate changes in the Edit Transactions window. Select the Edit Invoice Transaction button to save your changes.