How Do I Create A Supplier Invoice?
- Click Expenses
- Click Create Supplier Invoice
- Choose the Supplier from the drop-down menu. Use the black + button to quick add a supplier if necessary
- Enter the date of the invoice.
- (OPTIONAL) Enter a unique reference in the Your Ref box.
- Choose the appropriate Expense heading from the drop-down menu.
- (OPTIONAL) Add a new Expense heading by clicking the + symbol. A screen will pop up to add the heading and click Save.
- (OPTIONAL) Enter a description.
Note: This text will appear on any printed/emailed invoices.
- Enter the amount.
Notes: If the invoice has multiple lines entries, click Add another item.
Add any number of lines.
Each line can have the same or different heading. Use zero value lines to add further descriptive text.
Duplicate last item adds a new line the same as the last one.
There is an X on each line to remove the line.
- When complete Click Save changes, a green tick indicates that the save is complete. The system displays the Expense List page. Save and Add Another stays on the Invoice entry page ready to enter another transaction.
IMPORTANT NOTES:
When we refer to a Supplier Invoice it is an unpaid purchase transaction.
The Create Supplier Invoice option is only visible if the Accruals Method of accounting is selected
Accruals accounting allows the recording of Sales and Purchase transactions where credit is given and taken.
The alternative is the Cash Basis where transactions are recorded only when they are paid.
Under the Cash Basis, Record Expenses is shown.
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