Enter a supplier invoice
Enter a supplier invoice
Record a bill you received from a supplier. You can build it from a purchase order, or enter it manually. Let’s go through it.
From a purchase order (optional)
If the bill matches a received order, pick it here — the supplier and lines are filled in for you and checked against the order (3-way match). No order? Leave this empty and enter it manually below.
Invoice details
The supplier (choose one in manual mode), the invoice number, invoice and due dates, and any notes. The number is required.
The lines
What you’re being billed for. From a PO, quantities default to what was received — adjust the quantity or unit cost if the bill differs. In manual mode, add a line for each item with a description, quantity and unit cost; use Add line and the bin icon to manage them.
Total & save
The total adds up automatically. Save creates the invoice as a draft — from there you can approve it and mark it paid.