Once you have entered a purchase order you can create an invoice for it, so we pay our supplier for the goods. We can do this easily from the Purchase orders window.
1. Ensure Purchase Orders is open, and you are looking at the Current Unfilled/Uninvoiced Orders
2. Select the Purchase order created.
3. Stock Purchase Orders require the user to 'Deliver' the stock via the Purchase Order properties process before the invoice is processed via the 'Create Invoice From'. Users will no longer be able to Deliver stock and Invoice in one process. Right click on this purchase order and choose Create Invoice From
4. Enter a supplier invoice number on the header tab.
5. Click on the
Details tab, and enter an amount in the Inv column
Enter the Quantity in the
“Invoiced” column
6. If the approved amount for payment differs to the calculated invoice amount then enter this value on the header screen in the “Approved Amount” field
7. Click OK, then Cancel
8. Click Refresh
9. The order will now move into the “Non-Current Orders”. Open the Non-Current – Filled and Invoiced Orders- Highlight the order used above and notice that the “Delivery” and “Invoice” status is now shown as “Complete”