To create a Purchase Invoice with Discounts and Deposits
- Select “Purchases” from the navigation menu.
- Select “Manage Purchase Invoices“.
- Add a new Purchase Invoice or edit an existing one as required following the tutorials “Creating a Purchase Invoice” or “Editing a Purchase Invoice”.
- Click the “Discount & Deposit” tab.
- Input the field “Discount“.
- Discount: Input a discount to be set on the total invoice amount using the drop-down menu to select from “Percentage” or “Amount“.
- The discount is then automatically applied to the invoice total amount.
- Discount: Input a discount to be set on the total invoice amount using the drop-down menu to select from “Percentage” or “Amount“.
- Input the field “Deposit“.
- “Deposit“: Input the deposit amount and select from “Percentage” or “Amount“.
- Check the “Already Paid” checkbox in case the supplier has already received the deposited down payment.
- Payment Method: Input the deposit payment method using the drop-down menu.
- To edit the activated payment gateways, please refer to the tutorial “Managing Payment Options“.
- Reference No.: Add the payment reference number.
- Treasury: Select the treasury where the payment has been issued from using the drop-down menu.
- Payment Method: Input the deposit payment method using the drop-down menu.
- Check the “Already Paid” checkbox in case the supplier has already received the deposited down payment.
- “Deposit“: Input the deposit amount and select from “Percentage” or “Amount“.
- Proceed with the purchase invoice creation/ edits.
- Click “Preview” to preview the P.I. before saving.
- Click the “Save” button.
- Click “Save and Email” or “Save and Print” as required.