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Here, you will find everything related to purchase invoices – from the ability to review and edit existing ones to creating new invoices.

To access the Purchase Invoices page, please follow these steps:

• Begin by going to the Purchases screen in the main menu. You can do this by clicking on the option related to purchases.
• Once you’re in the Purchase Invoices window, you’ll need to click on the link labeled “Purchase Invoices” to access the relevant page.

Options and Features of the Purchase Invoices Page:

• On this page, you will find an option to utilize filters, specifically “Date – …”. You can access this filter by clicking on the filter icon on the left side of the page. By using these filters, you can query the invoices in the system.
• You can view any existing purchase invoice and have the ability to make edits according to your needs and requirements.
• You can also check the associated accounting entry for any invoice. This can be done through a dedicated button at the end of each transaction.
• You have the option to print any invoice and retain a hard copy for your records.
• Additionally, you can even process returns for part or the entire invoice, facilitated by a dedicated button for this purpose.

Explanation of How to Create a New Purchase Invoice:

To create a new purchase invoice, please follow the steps outlined below:

• Basic Invoice Details:

1. 1. First, you will need to specify the invoice owner, which is the supplier you are dealing with. You can do this by selecting from the dropdown list of available suppliers.
   2. The invoice creation date is set automatically based on the current date, but you have the flexibility to modify it if necessary.
   3. Each invoice has a unique reference number that distinguishes it from others. This reference number is a serial identifier for the invoice.
   4. Through the Purchase Invoices page, you can check the credit limit for the supplier before proceeding with the invoice.
   5. The due date for invoice payment is initially determined based on the agreed-upon payment terms with the supplier, which are specified in their records.
   6. The supplier’s reference number is specific to their invoice records and is used to link our internal invoices with those issued by the supplier.
   7. You can also choose the establishment branch to which the invoice should be assigned, from the dropdown list of available establishment branches.
   8. Finally, you’ll be prompted to select the store where the items on the invoice will be supplied.

2. Item Table in the Invoice:

3. When you are ready to add items to the invoice, you can select the products you wish to purchase.
4. You’ll need to specify the quantity for each item. The item’s price field will be automatically populated based on the purchase pricing associated with the item and the selected supplier in the invoice. However, you have the flexibility to adjust this price if needed.
5. The system supports all types of taxes, and these taxes will be added automatically to the invoice.
6. Note: When choosing the cash payment option, the supplier’s payment is added automatically upon executing the invoice.
7. Once you have completed filling in all the necessary details, you can click the “Insert Invoice” button to create the invoice.

An Additional Method to Create a Purchase Invoice:

You can create a purchase invoice by directly converting store receipts into an invoice. This can be done using the “Receipts to Invoices” link available at the top of the page.