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RazorBuy
Invoice Attached Form
On the Home/Shop screen, select forms located under the search bar.
Accounting Date under the Billing header is required and MUST be a current or past date. This is the invoice date.
Select the Invoice Attached folder from the list on the left side of the screen. Then click on the form name or View Form to bring up the form in a new window.
Taxes and Shipping and Handling are edited in the header screen, not on the form. After clicking Proceed to Checkout, click the Taxes/S&H tab to edit these fields. Fill out all required fields (in bold) and all other relevant information. This includes the Justification (why a PO was not created upfront) and Invoice Number.
To edit Taxes at the line, click Edit next to Tax1 on the line. Select Override from the drop down menu and enter the correct percent. For taxes you must use a percentage, not a dollar amount. Only one supplier Invoice Number per requisition. An attachment is required. Scan the invoice and save it to your computer. Click add attachment… and select the correct file. Then click Save.
Training Documentation –Revised 5/29/2015
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RazorBuy
Invoice Attached Form
To edit Taxes at the header (for the entire requisition), click Edit Taxes, Shipping & Handling for all line items in this group. Select Override from the drop down menu and enter the correct percent. To edit Shipping or Handling, click Edit next to Tax1 on the line. Select Override from the drop down menu. Shipping & Handling must be entered as a dollar amount, not a percentage. Note: If your invoice does not have tax listed, you will first need to verify with the vendor that tax is not included in the total of the invoice. If tax is NOT included in the total of the invoice you will enter the requisition using the Invoice Attached form and let RazorBuy
estimate the tax. When it hits Accounts Payable they will make sure it is paid accordingly. If the tax IS included in the total of the invoice, the vendor will need to send you a new invoice with the tax appropriately separated. Once you have the new invoice you will enter it using the Invoice Attached form in RazorBuy.
Training Documentation –Revised 5/29/2015
Page 2 of 2