Invoices: Purchase Order

The Invoices sub-tab documents all invoices received. Multiple invoices can be entered for each purchase order. New sections of the page are created for each new invoice.

Each invoice includes the following summary information:

  • Invoice #/Date: The number and date for the invoice, as provided by the vendor, along with the date the transaction was entered.

  • Approved By: The name of the user approving the invoice, if applicable.

  • Shipping Cost/Tax: The shipping cost and tax amount listed on the invoice for this receipt.

  • Invoice Total: The total cost listed on the invoice. This cost should reflect the total for items received, including tax and shipping.

ClosedAdd an Invoice

Invoices can be processed (added) for any issued purchase order.

  1. Click Add.

    The New Invoice window opens, prompting you to enter invoice information. Default values are populated for Invoice and Transaction Date.

  2. Enter the invoice # and date as provided by the vendor.

  3. Enter shipping cost and tax, as listed on the invoice.

  4. Enter the total invoice price.

  5. Click Apply.

    The New Invoice window closes and the Invoice sub-tab appears. The invoice is listed on the page. It is not necessary to click Save after processing an invoice. The invoice is automatically saved.

ClosedModify Invoice

You can modify an invoice on any open purchase order.

  1. Access the Receipts page for the purchase order you want to modify.

  2. Ensure the Invoices sub-tab is active.

  3. Click the invoice you want to modify.

    The Edit Invoice window opens.

  4. Make your changes.

  5. Click Apply.

    The Edit Invoice window closes and the Invoices sub-tab appears.

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