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 multple 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.
Field | Definition | Field | Definition |
|---|---|---|---|
Invoice Number* | The number on the supplier invoice. | Days # | Numnber of days to pay invoice and recieve 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 disocunt if paid within the number of days. | Freight | Shipping charge from supplier to store. |
Fileds marked with an * are required.
Add Product to Invoice
Select + Add Products.
List of items from the selected PO display.
By default only those products that need to be invoiced display.
To also display invoiced products check Show fully invoiced products, check box.
Check boxes for prodcuts 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 change 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.
FIRST PUBLISHED 05/18/2021
EDITED 05/18/2021
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