Once a campaign is set up and accepted by the Vendor, you can begin marking items as "used". Once an item is "used" an invoice can be generated and sent to the Vendor. An invoice can only be generated once items are ticked as "used". A campaign may have multiple invoices created, or a single invoice. This is determined by the individual office process taken. There are multiple ways to mark campaign items as used. In this chapter, we cover marking items as used on an individual campaign. To mark items as "Used" the status of the campaign must be set to Accepted
In this example, 4 items have been marked as Used, a total of $1775.00.
Based on your office processes, you may choose to mark ALL items as used and create one invoice or you may prefer to issue multiple invoices.
You can now invoice the Used Vendor Items that have not been invoiced.
Select Vendor- Invoice the Used Vendor Items that are Uninvoiced.
Print the Invoice
Save and Close
The items have now been marked as Invoiced and display in Green
The changes are immediately reflected in Zenu.
Vendor Charged -Green
Vendor Used/Uncharged- Brown
Vendor Unused - Yellow
To reprint an invoice simply select Vendor- Transaction Inquiry
Double Click the Invoice to open
Select the Print Icon
Print, Email or create a PDF/XPS document
To change the layout of the Invoice select "Preferences"
Refer to chapter "Print Settings Changing Print Preferences" for further information.
