A PDF of these instructions is available along with a two minute recording.
The only invoices you need to review and close out in Alma are from our print book vendor. Since we do not add orders into Alma for our electronic resources, you will not need to worry about closing out those invoices in Alma.
1. First, click on the Acquisitions tab and then click on Waiting for Payment under the Receiving and Invoicing section.
2. Click on the Unassigned tab.
3. Find the invoice listed on the page. If there are a lot, you can filter by Owner on the left-hand side of the screen.
Once you find the invoice, click on the three dots on the left-hand side of the screen and then click on Edit.
4. On the Invoice Details screen, update the Payment status and Payment identifier fields. Entering Unknown in the Payment identifier section is fine, or you can enter a payment confirmation number. Once everything looks good, click on the Save and Continue button at the top of the screen.
5. To verify that the invoice is closed, change the search drop-down menu to Invoices, enter the invoice number, and click search.
6. You will see that the invoice is indeed closed.
