How to Input an Invoice in NetForum

Tools & Access Needed:

• NetForum login with permission to create/edit financial transactions

• Invoice details (e.g., customer name, line items, amounts, billing terms)

Step-by-Step Process

1. Log in to NetForum

• Navigate to your organization’s NetForum login page

• Enter your credentials and click Login

  

2. Navigate to the Individual or Organization Record

• Use the global search bar or navigate through Customers > Find Individual/Organization

• Locate the appropriate record to which the invoice will be tied

  

3. Go to the “Invoices” Section

• Once in the customer record, look for the "Invoices" tab or section (under Financial or Accounting)

  
• Click “Add Invoice” or “Create Invoice”
  

4. Invoice Details

For each product or service:

• Make sure the Bill to and Shipping Address are correct
  

• Click “Add Product”

  

• Select the specific Product Type

  

• Enter Product Code or Search for Product

  

• Enter Quantity

• Enter any Discounts that may apply

• Confirm Total

  
• Confirm Net Total and then choose to add Another Item or Save and Finish

• Repeat for additional items by choosing Save & Add Another

5. Review & Save

• Confirm that you want the buyer to get a copy of the invoice via email
• Batch:
  • Choose Batch Description
  • Enter PO number if applicable
  • Choose Batch Type
  • Process payment if applicable
  • Add Notes if needed
  • 

6. Review & Save

• Double-check all line items and totals

• Click “Save” or “Submit” to finalize the invoice

7. Confirm Invoice Number and Status

• Upon saving, verify that the invoice has been assigned an Invoice Number

• Check the status (e.g., Open, Pending, Paid)

Optional: Email or Print Invoice

• From the invoice screen, you can use the Email or Print option to send the invoice to the customer