Adding a Purchase Invoice to a Work Order

Notice: Before starting, ensure that you have activated the Work Orders app in your account.

Steps to add a Purchase Invoice in a Work Order

1. From the main menu, click on “Work Orders”.
2. Select from the list “Work Orders”.
3. Click on the desired work order file.
4. Click on the “Add” button.
5. Select from the list “New Purchase Invoice”.
6. Fill in the purchase invoice details as required. For more information on the nature of the fields of purchase invoices, refer to the guide “Adding a Purchase Invoice”.
7. Click on the “Save” button.

The software adds a record for the purchase invoice within the work order file, and the payment amount is recorded as an outgoing [cash flow] that appears in the “Financial Transactions” table of the work order.