Add New Invoice
Note: You can only add an invoice from the Purchase orders screen if all the items on the invoice are on the same PO. You may enter multiple invoice against one PO but not one invoice against multiple POs, that must be done at Invoices. Invoices entered at purchases can be viewed at either invoice screen.
Access Purchase Orders, search for the PO, select Edit.
Select Invoices tab.
Select Add New Invoice.
Enter information based on printed invoice from supplier.
See below for details on fields.
When finished filling out the invoice information, continue to “Add Product(s)”
Field | Definition | Field | Definition |
|---|---|---|---|
Invoice Number* | The number on the supplier invoice. | Days # | Number of days to pay invoice and receive terms % discount from supplier. |
Invoice Date* | The date on the supplier invoice. | Supplier* | Supplier on PO. |
Due Date* | Payment due date. | Return Expiration Date | Date by which returns may be done against this invoice. |
Terms % | Terms percentage discount if paid within the number of days. | Freight | Shipping charge from supplier to store. |
| Info |
|---|
Fields marked with an * are required. |
Add Product to Invoice
Select + Add Products.
List of items from the selected PO display.
Check boxes for products to add to invoice or check top box to select all.
Select OK and the products are added to the invoice.
Select Save.
Editing and Completing Invoice
Make changes to pricing and/or quantities as needed.
To remove products check the box for the line and use the Delete button, or select the garbage icon at the right of the line.
If you need to add another invoice, select Add New Invoice button in lower left corner.
Check Paid box when complete.
Save
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