Select “Supplier” from the suppliers list, or click on the “New” button to quickly add a supplier to the account. For more details on entering supplier data, refer to the guide “Add Supplier“.
Enter the purchase invoice details as follows:
Purchase Invoice Number: A serial number that distinguishes the purchase invoice. You can change the number and control its format through “Sequential Numbering Settings“ in the account.
Date: The creation date of the purchase invoice.
Payment Terms: To specify the period for deferred purchase invoices, added in days.
Additional fields can be added below the purchase invoice details by clicking the “+” button. Entries in these fields appear within the purchase invoice layout.
Select the invoice items from the products or services registered in the account, or click the “New Product” button at the bottom of the menu to quickly add a product or service to the account. For more details, refer to the guide “Add Product/Service”.
Add the purchase price of the product and enter the required quantity.
Select the tax for each item, plus the ability to modify the tax label and its percentage by clicking on “Tax Settings”.
Note: The software supports “Value Added Tax” by default, applied at the rate specified with respect to the nationality or country associated with the account.
If the supplier has not been paid, click on the checkbox labeled “Already Paid to The Supplier”.
Select the supplier payment method.
For receiving, click on the checkbox “Received”, and select the receipt date.
Note: This option doesn’t appear if the option of “Enable Requisitions For Sales & Purchase Invoices” is enabled, and the receival is confirmed or declined through the requisitions menu in the account. For more details, refer to the guide “Requisitions of Purchases & Sales“.
For the discount provided by the supplier, enter the percentage in the “Discount” field.
For notes or instructions, enter the data in the “Notes” section.
Finally, click on the “Save” button at the bottom of the page.
