Creditors > Create a Creditor Invoice

Creditor invoices are created and managed in the finance & administration module > creditors > creditor invoices and are usually managed by finance.

There are two types of creditor invoices:

1. Those that are purchase order related

2. Those that are non-purchase order related

CREATE A CREDITOR INVOICE (PO RELATED)

• Go to creditors > creditor invoices

• Click on create new invoice

• In the pop-up enter:

  • the approved purchase order number

  • the creditor invoice number

  • then upload your invoice file

• All other fields will pre-populate from the purchase order; check they’re correct, before clicking ok

Open

• The purchase order number, job number and activity are already populated in the line details sub-grid

• Check they are correct and then either set your invoice to status 50 to push it through the approval process (if applicable) or click on the approve selected creditor invoices icon.

Open

• Once approved, your invoice is now ready for processing via project postings

CREATE A CREDITOR INVOICE (NON PO RELATED)

• Go to creditors > creditor invoices

• Click on create new invoice

• Follow the prompts to:

  • Choose the creditor

  • Add the creditor invoice number

  • Select the correct date(s)

  • Add the Total amount (incl. GST)

  • Add a description of the invoice

• Upload the file using the upload invoice icon

• Click ok

• Select the invoice and in the sub-grid select the invoice type:

  • select project entry for COGS

  • select operating entry for overheads

• For a project entry (that is not related to a PO), select the job and activity

• For an operating entry, select the finance account

• Check/adjust GST settings, as required

• Add as many lines as you wish using the + icon

• Once completed, select the Invoice and click on the Status 50 icon or the approve selected creditor invoices icon.

• The invoice will now go through the relevant approval process (if applicable)

• Once approved, your invoice is now ready for processing via project postings

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