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Besides receiving inventory, you can create a purchase invoice and then take payment for each In-progress PO.

Step 1: Create a purchase invoice

Click on the Purchase Invoice button at the bottom of the PO details page. This button can only be clicked if your PO remains the amount to be paid, or in other words, Grand total - Total billed > 0

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Then, a popup of the purchase invoice will be shown. Define your bill amount and due date for each purchase invoice here. By default the Bill amount = Remaining of (Grand total - Total billed)

  • Grand total: The total amount of that PO

  • Total billed: Total bill amount of all previous purchase invoices for that PO

You can adjust the bill amount to a smaller one if you want to split the invoice.

In the popup, you can add more details about the purchase invoice

  • Bill amount: needs to be numeric and > 0 and it will be automatically round to 2 decimal points if the user fills in the number with more than 2 decimal points

  • Billed date

  • Due date

  • Reference number

  • Add file, with a maximum of 3 files and a maximum total weight is 2MB. You can add normal file types (png, .jpeg, .csv, .xls, .pdf)

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After filling in with valid, click on Create to save that purchase invoice.
Then, you can either record the payment immediately or skip it and record it later.

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All created purchase invoices will be shown in the Purchase Invoice section of each purchase order, as well as in the details of a PDF file or email sent to the supplier.

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Also, the Total billed amount of this PO and its supplier details will be updated.

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Step 2: Record payment for purchase invoice

Each purchase invoice has a bill amount, and you need to record payment for this amount. In the Purchase Invoice section

  • Due = Bill amount - Total paid

  • Total paid is the amount each time you record payment

To record payment, you can implement it right after creating a purchase invoice

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or click on the Record payment button in each purchase invoice line.

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Here, you need to fill in

Firstly, click on Add new payment method to create a new one for your app

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Then, define the details of that payment

  • Payment code: The code to identify each payment method. This needs to be unique and does not have spaces between characters

  • Payment name: the displayed name of each payment method in that list. This also needs to be unique among methods.

When done, click on the Record payment button to update information.

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These details will be shown in the Total paid column of that purchase invoice

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