How To - Enter a Purchase Invoice

 Navigation: Home - Accounts - Supplier - Invoices

Step 1 - Select the Supplier.

• Suppliers can be invoiced directly after receiving or from accounts
• Select a supplier header and match the delivery note to the lines displayed. Remove lines that do not match.
• Match then Net Total on the Supplier Invoice with the displayed Net Total. The UnitPrice can be updated, but not the quantity received.
• The tax location can be changed, depending on the delivery address.
• If all details match, enter the Invoice No and then click on Save Invoice.   An invoice record is created in the Purchase Journal.

Step 1: Match Items Received

Step 2 - View details of the Invoice entered in the Purchase Journal

• The Journal is a log of all purchase invoices entered.
• Click on a selected invoice line to recreate invoice details.
• A pdf copy of the invoice can also be generated.

Step 3 - View details of the Invoice entered in the Supplier Statement

• The supplier Credit Balance will have increased by the Invoice Total Value (i.e. the supplier credit to you has increased).
• The supplier statement is in the supplier currency.