Completing internal invoice requests for library purchase approvals

If your institution uses quotes and invoices to approve purchases for the library, follow these steps to provide the necessary information to your Finance team for approval.

Note: Only users with the Finance role can:
- Add to the institution's account balance (Step 3 below).
- Generate an invoice in Engage (Step 4 below).

To complete internal invoices for your institution’s purchasing approval process

1. Create a Library List
   • Add the relevant titles in Engage.
2. Generate a Quotation
   • Generate a quotation for your library list.
3. Add Credit to Your Engage Account
   • Pay the quotation amount via EFT to top up your institution's account balance.
4. Generate an Invoice
   • Go to the Orders section in Engage and generate an invoice.
5. Submit for Approval
   • Attach the invoice to the quotation and send it to your institution's Finance team.

6. Payment Processing

   • Your Institution's Finance Team will use the Engage reference on the invoice when making the EFT payment to Snapplify.

7. Proof of Payment

   • Once the payment is made, send proof of payment with your invoice number to [email protected] 

Once the funds have been received, the Finance team will verify the payment and approve your EFT credit. You will receive a notification when you can proceed with purchasing books.

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