© 2025 Crunchtime - All Rights Reserved | www.crunchtime.com | 1 Process an Invoice Quick Start Guide Document Details Document #: 160_IVOQS_250521 Release Version: 20.25.05.29 or higher Version Release Date: June 2025 Related User Group Permission % Screen Name Control Name Description ID #s 97 NC-Other Store Tasks View/Edit Recent Vendor Orders Enables Recent Vendor Orders on the Purchasing menu. [135][251] 95 NC-Purchasing Reconcile Displays the “ Reconcile” link; allows users to initiate and complete the reconcile process. [145][11] 20 NC-Purchasing Edit Electronic Invoice Allows users to edit e-invoice data uploaded for an order. [145][453] 15 NC-Purchasing Edit Invoice for Posted Periods Allows users to add/edit invoice data for a physically reconciled vendor order in a posted period. [145][662] Download the latest version of this document here: https://links.crunchtime.com/NCQS-ProcessInvoice … or scan the QR code to the left.

© 2025 Crunchtime - All Rights Reserved | www.crunchtime.com | 2 QUICKSTART GUIDE Net-Chef Process an Invoice Getting Started 1. From Recent Vendor Orders screen, select the Ready for Invoice tab. 2. Locate the order that corresponds to your invoice, and then choose Invoice from the Actions column. 3. Enter the Vendor Invoice Number #. 4. If necessary, update the Total Invoice Value. This total should include any miscellaneous charges. 5. If necessary, update the Invoice Date to match what is on the vendor’s invoice. 6. When ready, choose Continue. (Continued) 3 4 5 2 1 Tips: Use the Purchase Order Number (PO #) column to find the order that matches your invoice . If the invoice arrives after the period is posted, your User Group must have the “ NC-Purchasing – Edit Invoice for Posted Periods” permission enabled for you to enter/edit the invoice data. E-Invoice Note: To process an e-invoice after an order has been physically reconciled, the vendor must have the Allow E-Invoice Processing after Reconcile pricing rule enabled in Enterprise Manager. Net-Chef > Purchasing: Recent Vendor Orders 1 2 3 6 4 5 6

© 2025 Crunchtime - All Rights Reserved | www.crunchtime.com | 3 Net-Chef Process an Invoice (Continued) Update Invoice Quantity and Price 7. Update the Invoice Quantity column to match your receipt as needed. 8. Update the Invoice Price column to match your receipt as needed. (Continued) 8 7 Net-Chef > Purchasing: Recent Vendor Orders > Invoice 8 7 Note: If you are invoicing a vendor order that was physically reconciled in a period now posted, you will not be able to edit the physical receiving data, such as the Physical Quantity or the Conversion.

© 2025 Crunchtime - All Rights Reserved | www.crunchtime.com | 4 Net-Chef Process an Invoice (Continued) Add Additional Charges 9. Enter any Tax, Freight/Shipping, or Miscellaneous charges that appear on the invoice. First choose the appropriate category from the dropdown menu, and then add the charge total. 10. Confirm the Invoice Totals are equal and the Over/Short value is zero (0). If there is a discrepancy, repeat steps 7-9 to ensure everything is accurate. If everything is correct, you can manually update the Invoice Totals to match. 11. Select the Save button to finish processing the invoice. 9 10 11 Net-Chef > Purchasing: Recent Vendor Orders: Invoice 9 10 11