Invoices
When you have received your order, you will be left with an Invoice (Bill, Check etc) from the Supplier. An invoice may be for inventory supplies or expenses. E.G. Courier service, cleaning services etc.
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Click Invoices
from the Button Bar or from the
Upper Menu, click Purchasing |
Invoices -
The Select Invoice window will open.
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From this window you can view all Invoices or Credits and also enter a New Invoice (Bill) or Credit. See Entering an Invoice
Select Invoice Information
Find Invoice # - Search for a invoice by entering the Invoice Number.
Invoice Number - Number of the invoice.
Date - Date the invoice was created.
Supplier - Supplier Name.
Due Date - When the Invoice payment is due.
Type - Displays B for Bill, C for Credit.
Paid - Once Invoice is paid, check the Paid box and click Save Paid Status.
Total - The Total amount of the Invoice or
Credit. 
If it is a negative amount, it will display the amount in
brackets E.G. ($50.00)
New:
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Bill - Opens the Invoice window to enter a new Invoice.
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Credit - Opens the Credit window where you can enter a new Credit.
View - Select an invoice/credit and click View to display. You can also double click on an invoice/credit to display.
Delete - Allows you delete an invoice/credit.
Filter - Display invoices/credits from the last 30, 60 or 90 days. Show All to view all invoices/credit.
Change Invoice Date - Allows you to select an invoice/credit and change the date.
Save Paid Status - Click when invoices/credits and set as Paid to save changes.
You can sort invoices/credits by clicking on the
header you want to sort by.
E.G. Click Supplier
to view all invoices/credits in order of Supplier.
Entering Invoices