Select Invoices from Purchasing menu.
Select +Add.
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 # | 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. |
Fields marked with an * are required.
Add Product(s) to Invoice
Select + Add Product(s).
Add Product(s) modal displays.
Click in Select Purchase Order to add items from.
List of Purchase Orders that have received not yet invoiced products.
Optionally check Show fully invoiced purchase orders:
Optionally uncheck Limit purchase orders to current vendor…
Select purchase order for invoice and product(s) display.
Check boxes for products to add or check top box to select all.
Select OK and the product(s) are added to the invoice.
Select Save.
To add products from additional purchase orders complete steps 1-8 until all necessary 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.
To view which purchase orders are included in the invoice, select the Purchase Orders drop down in the top left corner or view the number in the detail of the invoice.
Check Paid box when complete.
Select Save.
FIRST PUBLISHED 05/19/2021
EDITED 08/17/2022
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