Add open access request to invoice
Discover how to add an open access request to a new or existing invoice in WorldShare Acquisitions.
Note:
- Before adding an open access request to an invoice, the request must be approved. See Approve an open access request.
- The open access request can be added to any invoice with the status Open.
Add to existing invoice
- Click Add to invoice in the top right of the Invoice information header.
- A list of available invoices displays, automatically filtered to payment status Open.
- Enter your term(s) in the Search text box.
Note: Clicking on the System invoice number or Invoice number for a result will take you out of the open access module and display more details for the invoice.
- In the Action column, select Add to invoice for the desired invoice result.
Add to new invoice
- Click Add to invoice in the top right of the Invoice information header.
- Click Create invoice.
- In the Create invoice dialog, complete the fields.
Field Description Invoice Number (required)
The number for the invoice. Invoice numbers can contain letters. Vendor (required) This field automatically suggests vendors from those listed as in use in Vendors. Invoice Date (required) Today's date is the default value for Invoice Date. Click the calendar icon to change it. Tax Handling Select a tax calculation method from the drop-down list.
Tax calculation method Description Tax item cost Calculates tax amount by multiplying tax percentage by the price Tax item, service charge, and shipping cost Calculates tax amount by multiplying tax percentage by the price, service charges, and shipping Includes taxes in costs Calculates tax amount by considering it as included in the price, service charges, and shipping - Click Save and add.