Invoices

How to deal with purchase and sales invoices.

Purchase Invoices

If Purchase Invoices are received in the admin office they should be passed for processing to the Finance Administrator. In order to process invoices your Finance Administrator needs:

  • A brief explanation of the purpose of the invoice
  • Where it is to be charged

Invoices will be coded, authorised and transmitted to University Finance.

Sales Invoices

Sales Invoices are raised electronically by the Finance Administrator. In order to process invoices Finance Administrators need either to create a customer account on eFin or use an existing customer details. Please check with the Finance Administrator to see if the customer is indeed on the system. If they are not then a completed 'New customer account form' requesting customer details will need to be completed.

New customer account form

New customer account guidance notes