Purchase Invoices

All purchases done with or without invoices for project or per company level can be seen here.

Navigate to Purchase Invoices

"Invoices & Acts & Payments" > "PURCHASE INVOICES"

What information is shown for each purchase invoice on this screen

Invoice Number              - Invoice number.
Without Document            - True purchase without document, False with document.
Total Amount/Currency       - Sum of all invoice items without VAT in currency.
VAT %                       - VAT amount for this invoice.
Total with VAT/Currency     - Total invoice amount with VAT in currency.
Paid/Currency               - How much is been paid up to now.
Remaining with VAT/Currency - Remaining amount to be payed in currency.
Invoice Issue Date          - Date when Invoice is created.
Invoice Due Date            - Last date until which invoice must be payed.
Invoice Paid Date           - Date when invoice was fully paid.
Supplier                    - Invoice supplier or seller.

On which columns you can filter

Invoice Number
Invoice Issue Date
Project
Supplier

Create View Edit Delete Pay Purchase Invoices

Buy items on Project

Buy items in Warehouse

Navigate to warehouse and click. Toolbar Icon Buy Item. Enter following information for each bought item.

Quantity Purchased  - Quantity Purchased for that item.
Price               - Total Price for all items without VAT.
Unit Price          - Calculated Unit Price. Disabled.
Rent Day Unit Price - Price at which item is been given for rent. Disabled.
Serial Number       - Serial number of the item if it is tool.
Expiration          - Date when item expire if it is perishable.
Guarantee Valid To  - Date when guarantee ends.
Date of Purchase    - Will match date on invoice. Disabled.
Invoice Due Date    - Last day when invoice must be paid.
Invoice Number      - Invoice number.
Without Document    - Check this if this is payment without document.
Items               - Item definition.
Supplier            - Select Supplier from list of predefined suppliers.

Buy items company wide

As you are on PURCHASE INVOICES screen Toolbar Icon Create New Invoice. Once you clicked invoice will be created automatically. Fill

Invoice Number   - Invoice number.
Invoice Date     - Invoice created date.
Invoice Due Date - Invoice date until which needs to be paid.
Without Document - Check this if this is payment without document.
Supplier         - Select Supplier from list of predefined suppliers.
VAT %            - Set VAT percent. By default will use company wide configured one.
Items            - Add invoice items.

Quantity Purchased - Quantity Purchased for that item.
Price              - Total Price for all items.
Unit Price         - Calculated Unit Price. Disabled.
Expiration         - Date when item expire if it is perishable.
Guarantee Valid To - Date when guarantee ends.
Date of Purchase   - Will match date on invoice. Disabled.
Projects           - Project on which this item is used. Optional.
Tasks In Progress  - Task for selected project where material is used.
Items              - Item definition.

View

Click on any Invoice.

Edit

Click on any Invoice.

Delete

Select invoice click Toolbar Icon Delete.

Pay single purchase invoice

You can pay invoice from 2 places. Main screen Invoice list or within the Invoice while is been created.

Pay from Toolbar Icon Pay

Select not paid invoice and click Toolbar Icon Pay. Dialog will pop up which you will see following information.

Invoice Number
Supplier
Invoice Date
Invoice Due Date
Total with VAT          - How much is total sum for invoice with VAT.
Not Paid                - Reaming amount to be paid.
Payment History - List with all past payments for this invoice.
  Created               - Date when payment is done.
  Account Name          - Name of the account from which is been paid.
  Comment               - Comment when payment is done. Default to invoice number.
  Debit/Currency        - Debit amount in this transaction. Only one of both Debit or Credit will be greater than 0.
  Credit/Currency       - Credit amount in this transaction. Only one of both Debit or Credit will be greater than 0.
  User                  - User who initiated the payment.
From Account            - From which account to pay the invoice.
Balance                 - Account current balance.
Comment                 - You can put comment here for your reference.
Amount                  - How much from this invoice to be paid.

Pay from within the Invoice edit screen Button Pay.

Once you are on edit invoice screen you will have Button Pay. You will be present with the same dialog for pay invoice #### Pay from Toolbar Icon Pay. Button Pay will be enabled when following conditions are met

  • Invoice is not Paid.
  • Invoice changes are saved.
  • Invoice Total Amount is greater than 0.
  • Invoice Supplier and Invoice Number(When Without Document is not checked) are populated.

Pay multiple purchase invoices

Select multiple not paid invoice and click Toolbar Icon Pay. Dialog will pop up which you will see following information.

Invoice Number
Invoice Issue Date
Invoice Due Date
Supplier
Total with VAT/Currency
Paid/Currency           - How much is been paid in the past for this invoice.
Not Paid/Currency       - What is remaining amount to be paid.
From Account            - From which account to pay the invoice.
Balance                 - Account current balance.
Comment                 - Disabled.
Amount                  - Total sum for all invoices remaining amounts. If you account don't have enough money OK button will be disabled.
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