attaching completed/picked up studio invoices into stratus

1) After logging into Stratus, click on the Invoices tab located at the top of the screen

2) Type the invoice number in the text field and press Enter on the keyboard. Invoice numbers are located at the top right corner of the customers invoice

3) After typing the invoice number and pressing Enter (1), double click on the customers invoice (2)

4) Click on the 3 dots located on the Invoice Status line

5) When this window pops up, click on the drop down box located on the Change To Status line, and select Picked Up

6) Click the OK button

7) After that, click on the Attachments tab located on the top left of the page

8) Click on Attach File

9) If this window pops up prompting you to save before continuing, click OK

10) A window will pop up where the scans go to. This is the file path if you ever need to navigate to the scans folder. Make sure the file path looks like this at the top of the window

11) Be sure to always delete the last invoice that was scanned. You can either click on the invoice file you want to delete and press the Delete key on the keyboard or right click on the invoice file and click Delete. There should be no past invoices left in the folder.

12) A window will prompt you asking if you really want to delete the file. Click Yes

13) Now scan your invoice(s) that you will attach to the client’s invoice. Click Here to see scanning instructions

14) After you scan your invoice(s), you will see a new PDF file pop up in the window. You can tell it’s the one you just scanned by checking on the date and time stamp of the file and a preview of the scan should show in a preview window on the right. To toggle preview window, press Alt + P on the keyboard

15) Click on the PDF file you just scanned (1) then click Open located on the bottom right of the window (2)

16) To make sure you attached the right invoice and did it correctly, click on View Attachments located at the top right of the window

17) This window will pop up and you will see the invoice you just attached. You can double click on it to see the invoice. If you happen to attach the wrong invoice, you can click the Delete button and redo steps 13 - 16

18) Last thing you will do is click on the Home tab located at the top left of the window, then click on Save & Close.

19) If you have more invoices to scan and attach to Stratus, repeat steps 1 - 18