Quick Start: Send Invoice
In this article, we will discuss how to send an invoice using PakEnergy Exchange.
Click here or copy/paste in to browser to open walkthrough: View most recent version on Tango
https://app.tango.us/app/workflow/Send-Invoice-31f95c29e3be41baad24a0f1431a0dac
- Click 'Guide Me' to follow along with instructions while completing the task.
1. Navigate to the Invoices menu, in the left-hand panel.
2. Click Send Invoice.
3. Use 'Click to Select' or 'Drag and Drop' to import a file.
4. 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.
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.
7. Click to Fill in invoice metadata. The cursor will show which item to fill from the invoice.
#3: Click Invoice # on invoice.
8. Click to Fill in invoice metadata. The cursor will show which item to fill from the invoice.
#4: Click Order Date on 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.
10. When ready, click Send.
This Workflow was created with Tango.