Invoice Management

The Ostara Application provides a centralised system for invoice input and processing. Invoice Actions are all accessible through two tools: the ‘Finance Section’ on the Helpdesk work page and the ribbon menu buttons (Invoice Actions) in... Read More

There are a couple of ways in which Invoices can be viewed within the Finance ribbon menu.     1. "View Invoices" button provides a simple list view of all Invoices (Authorised, Unapproved, Validated and Payment Submission) which can be filtered... Read More

Creating Purchase Order (PO) Invoices follows a very similar process to creating regular Invoices. The main difference is the fields shown on the screen.     1. Follow steps 1 - 12 as per the regular Invoice creation process on the Create New... Read More

Creating Invoices, Credit Notes, Proformas, etc are all achieved using the same process.     1. Click the "Create New Invoice" button. The first step is to select a Client from the Select Clients screen. For more information on selecting Clients,... Read More