Purchase Invoices

Purchase invoice represent individual invoices issued by suppliers. 

Creating Purchase Invoices 

Purchase invoices are created in one of the following ways:

1. Through the rate properties dialog box in the consignments module 
   
2. Using the LINK COSTS TO PU/PURCHASE INVOICE option under the ACTION menu button in the consignment modules on the costs tab
3. Through the rate properties dialog box through the rates screen in the finance module
4. Using the LINK COSTS TO PU/PURCHASE INVOICE option under the ACTION menu button in rates screen in the finance module 
   
5. Uploading a purchase invoice PDF
   

Editing Purchase Invoices 

You are able to edit the following on a purchase invoice: 

1. Purchase Order Ref, 
   
2. Issue Date 
   
3. Due Date 
   

In order to edit the invoice, the invoice must be in the DRAFT state.

To edit an invoice: 

1. Select the invoice to edit 
   
2. Click the [ EDIT ]  button 
   
3. Edit the information in the dialog box that appears 
   
4. Click the [ SAVE ] button 
   

Linking Purchase Invoice To Purchase Orders

You are able to link a purchase invoice to purchase order by entering the PURCHASE ORDER REF. 

If the purchase order exists, the purchase invoice will be linked to it. 

Purchase Invoice State 

The status of a purchase invoice can be updated using the [ CHANGE STATUS ] button menu. 

Xero Integration 

When the purchase invoice status is changed from DRAFT to any other status, except VOID, the purchase invoice will be synced with Xero

 

If a purchase invoice has been synced with Xero and is then voided in the system, the purchase invoice will need to be voided manually in Xero.

Purchase Invoice Documents 

You can upload the purchase invoice as a file to attach to the records in the system. 

This is done by simply dragging and dropping the file from your device's file manager onto the invoice once you have selected the invoice you wish to attach the file to. 

Once a file has been attached to the purchase invoice, you can view and download it by clicking the [ DOWNLOAD PDF ] button. 

If the purchase invoice was created using the purchase invoice upload function, the uploaded file will automatically be attached to the invoice record.

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