Sales
To create a Purchase Invoice
- Select “Purchases” from the navigation menu.
- Select “Manage Purchase Invoices”.
- Click the button “New Purchase Invoice”.
- Select the “ Purchase Invoice Layout” using the drop-down menu.
- To customize Purchase invoice layouts, please refer to the tutorial “Creating Purchase Invoice Layouts“.
- Select the “Supplier” to be issued the purchase invoice using the drop-down menu.
- Click the button “New” to add a new supplier on-screen.
- For more information on adding Suppliers, please refer to the tutorial “Adding a new Supplier“.
- Click the button “New” to add a new supplier on-screen.
- Click the “Currency” abbreviation next to the button “New” to edit the invoice currency using the drop-down menu.
- Input the purchase invoice information
- “P.I. Number”: an automatic, unique purchase invoice number/ ID.
- “Date”: the purchase invoice creation date; set by default as the current date.
- “Payment Terms”: Input the number of days before the P.I becomes due as agreed with the supplier, calculated from the issue date.
- + : Click the “+” sign to add an extra Custom Field to the invoice.
- Input the custom field label.
- Input the field’s value.
- Input the purchase invoice item details
- Item: Input the invoice item to be purchased or search products or services using the drop-down.
- For more information on adding products or services to the inventory database, please refer to the tutorial “Adding a product“.
- Description: Add a description to the item or find it filled automatically in case the item has been previously registered.
- Unit Price: Input the item purchase price per unit or find it filled automatically according to the item’s previously registered buy price.
- Quantity: Input the item quantity to be purchased.
- Tax: Select the tax using the drop-down menu.
- Click “Tax Settings” in the drop-down menu list to add a new tax using a pop-up window.
- For more information on adding taxes, please refer to the tutorial “Adding Taxes“.
- Click “Tax Settings” in the drop-down menu list to add a new tax using a pop-up window.
- Item: Input the invoice item to be purchased or search products or services using the drop-down.
- Input the purchase invoice’s Discount and Deposits details as required.
- For more information, please refer to the tutorial “Managing P.I. Discounts, Deposits and Down-payments”.
- Input the purchase invoice’s Shipping details as required.
- For more information, please refer to the tutorial “Managing P.I. Shipping”.
- Attach documents to the P.I. as required by clicking the tab “Attach Documents”.
- Upload a new document by browsing your device or drag and drop the file to attach it, or attach a previously uploaded document using the drop-down menu.
- Add additional “Notes/ Terms” as needed.
- Check the “Already Paid” checkbox in case the supplier has already received your P.I. payment.
- Payment Method: Select the P.I. payment method using the drop-down menu.
- To edit the activated payment gateways, please refer to the tutorial “Managing Payment Options“.
- To add a new payment gateway, please refer to the tutorial “Adding a Payment Gateway“.
- Reference No.: Add the payment reference number.
- Treasury: Select the treasury that the payment has been issued from using the drop-down menu.
- Note that the “Treasury” field is only available if you have more than one treasury registered on the system.
- Payment Method: Select the P.I. payment method using the drop-down menu.
- Click “Preview” to preview the P.I. before saving.
- Click the “Save” button.
- Click “Save and Email” or “Save and Print” as required.