Record Detailed Supplier Invoices

This section explains how to record a supplier invoice.

Note: Creating supplier invoices are very similar to creating customer invoices but they are not the same.

In supplier invoice,

  1. you have to fill in the supplier invoice number which is provided by your supplier.
  2. the Due Date is determined by the supplier and you have to make the payment before the due date.
  3. its Number (sequence number) is having a different prefix from customer invoice.

Step 1

Go to: Main Menu  >  Accounting  >  Payable  >  Supplier invoice  >  New Invoice


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Step 2

Fill in the relevant information.

“General” Tab

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Brief explanation:

  1. Contact: Pick the existing contact or select “New Contact” to create one.
  2. Date: Date of the invoice being issued.
  3. Due date: The date before which the invoice has to be paid.
  4. Number: This sequence (invoice) number can be automated. Click here to learn more.
  5. Supplier Invoice Number (Optional): This number is prepared by the supplier.
  6. Currency (Optional): Pick the existing currency or select “New Currency” to create one.
  7. Tax Type (Optional): Pick how your tax calculation is reflected in your invoice.
  8. Tax No (Optional): Kindly refer your accountant for the correct information.
  9. Journal Date(Optional): A date when the transaction done. 

Product Description

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Brief explanation:

  1. Product: Pick the existing product or select “New Product” to create.
  2. Unit of Measure: Pick the existing UoM or select “New Unit of Measure” to create.
  3. Discount {c247657acaaf3bb13ebafee58e72a2d131bede5c0175b159b3e4e9a22c7b2970} (Optional): Discount received by your company.
  4. Account: Kindly refer to your accountant for correct information.
  5. Tax Rate (Optional): Tax rate to apply for the invoice item.
  6. Track 1 and 2 (Optional): This feature allows the transaction to be tracked and analysed later. Pick the existing tracking category or select “New Tracking Category” to create.
  7. Tracking distribution (Optional): This feature allow tracking for more than one category in a percentage basis. Pick the existing tracking distribution or select “New Tracking Distribution” to create.

After filling in the relevant information, select “Save” or “Approve”.

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