Vendor Invoicing

Overview

The Purchasing module requires the use of Purchase Orders, Transaction Receipts, and Vendor Bills.

If the item is non inventory the recording of Vendor Invoices will update the Actual Cost record on a Task

Vendor Bill

Step 1, open the PURCHASE ORDER tab (1). Select the Purchase Order for the invoice (2).

Step 2, Click on the Green ADD VENDOR BILL button (1)

Step 3, The vendor name and Purchase Order will automatically populate. Add the Invoice Number (1), Invoice Date (2), pick the Payment Term (3). Select the ADD VENDOR BILL LINE button (4)

Step 4, Add the Receipt Transaction Line (1).

The remaining information will automatically populate from the related Purchase Order.

Pricing and Quantity can only be changed on the related Purchase Order Line.

Remember, all of this information can be added or changed at any time.