There are 2 types of invoice that are created in this module:
Purchase Order Invoice - Invoices that are tied to a purchase order.
Non-Purchase Order Invoice - Invoices that are not tied to a purchase order.
To generate a Purchase order Invoice simply follow the steps below.
- Click create invoice with the red arrow
image 1.0 the create invoice tile is marked with a red arrow
- Click on PO invoice
- Select PO number using dropdown
- Input supplier invoice number
- Select date
- Input payment terms
- Click create.
image 1.1 pop-up screen upon clicking create invoice
- The invoice will show up as draft on the invoice landing screen (marked with a red arrow in image 1.2).
- Click in the drafted invoice.
image 1.2 drafted invoice is marked with a red arrow
- Add line item, marked with a blue arrow.
- Upload physical invoice by clicking on browse, marked with a red arrow.
- Save as draft after all the inputs, marked with a green arrow.
- Then click Confirm. The confirm button activates after draft is saved.
image 1.3 invoice detail screen
To generate a Non-Purchase order Invoice simply follow the steps below.
- Select Non P.O invoice.
- Input the Contract reference.
- Select currency.
- Select Vendor.
- Input Supplier invoice number.
- Input due date.
- Select payment terms using dropdown.
- Input tax amount.
- Click create.
image 1.4 popup screen after clicking create invoice, PO invoice is marked with red arrow.