Sales Invoice
1. Navigate to Billing -> Sales Invoice.
2. Search and view all Invoices. Search conditions include:
- Account ID.
- Account Name.
- Print Name.
- Bill To.
- Facility.
3. Select an Invoice
4. Click Action to void, merge, or approve an invoice.
![](https://cdn.prod.website-files.com/656a2fae21236d39b5805a4d/65ce966676e1919a06780dd9_salesInvoice.png)
Add New Invoice
1. To add a new invoice click + Batch Post.
2. Enter the invoice information.
3. Click Add.
Import Invoices
1. Navigate to Billing -> Billing Setup -> Invoice Import.
![](https://cdn.prod.website-files.com/656a2fae21236d39b5805a4d/66035691ee3fe8eedf2bad3a_2024-03-26%2016_11_38-Invoice%20Import.png)
2. Download Accounts Receivable (AR) Header Upload Template.
![](https://cdn.prod.website-files.com/656a2fae21236d39b5805a4d/66035819faa7a47138feffa9_2024-03-26%2016_19_24-Trinium-AR%20Header%20Upload%20Template%20(1).csv%20-%20Excel.png)
3. Download Accounts Receivable (AR) Item Upload Template.
![](https://cdn.prod.website-files.com/656a2fae21236d39b5805a4d/66035875fd04e6187159dcfe_2024-03-26%2016_20_55-Trinium-AR%20Item%20Upload%20Template.csv%20-%20Excel.png)