Add Invoice Details

Add Invoice Details

Role Required: SDAdmin; Technicians with Edit permission for Purchase
 
Once the approvers approve the purchase order, you can add the invoice details.
 
To add the invoice details,
  1. Go to the Purchases module and open your preferred purchase order. Ensure you have selected the respective customer from the filter in the header.
  2. On the purchase order details page, go to the Invoice tab and click Add Invoice. Alternatively, you can also click Actions > Add Invoice.
  1. Use the pointers below to fill in the fields.
 
Fields
Explanation
Invoice ID*
Provide an invoice ID.
Received Date
Select the items received date from the calendar.
Payment Due Date
Select the payment due date from the calendar.
Comments
Enter your remarks on the invoice added.
Attachments
Upload any related files, documents, or images.
Payment Notification
Enable this option to send payment notifications to technicians.

Notify Technicians*: Select the technicians to be notified from the list.

Notify Before*: Enter the days before which the notification should be sent to the selected technicians.
*Mandatory Fields
  1. After adding the invoice details, click Save.
 
 

List View Actions 

Click an invoice in the list view to expand its details.
To edit or delete an invoice, click   against it in the invoice list view and select the appropriate option.
Click to customize the columns in the list view.

 
 

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