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Invoice menus allow you to create drop down menus that appear on invoices. You can create an invoice item type or invoice payment method.
The invoice item type allows you to enter the types of additional charges that you can add to an invoice. Examples of additional charge types might include taxes or processing fees. Charges for bibliographic items are listed separately from these additional charges. A default list of charge types displays, but you can add custom charge types to this list. Invoice item types can also be used when adding non-bibliographic items to a purchase order. When invoiced, the invoice item type will copy from the purchase order to the invoice.
To create a new charge type, click Admin → Server Administration → Acquisitions → Invoice Item Type.
Click New Invoice Item Type.
Create a code for the charge type. No limits exist on the number of characters that can be entered in this field.
Create a label. No limits exist on the number of characters that can be entered in this field. The text in this field appears in the drop down menu on the invoice.
If items on the invoice were purchased with the monies in multiple funds, then you can divide the additional charge across funds. Check the box adjacent to Prorate? if you want to prorate the charge across funds.
Click Save.