How To Create A Supplier Invoice In SpendaPOS

How To Create A Supplier Invoice In SpendaPOS

How To Create A Supplier Invoice In SpendaPOS

To raise a Supplier Invoice in Spenda, navigate to the Spenda home page and select Supplier Invoice.




There are two main ways to create supplier invoices in SpendaPOS.

1. You can create them by starting a new invoice

Or

2. Invoice a received Spenda purchase order. 

Below will cover both ways of creating a supplier invoice.

If a supplier invoice is created from a purchase order, it will not raise stock counts.  SOH increase was completed buy receiving the order.  If you create a new supplier invoice, it will increase your stock counts as no purchase order exists for this product.

Purchase Order Method

1. When you open supplier invoice, you will see all awaiting purchase orders on the left side of the screen.
2. Select the order you wish to convert to a supplier invoice.
3. You will now see a list of all items within that order.
4. Deselect any you need to leave off of the supplier invoice and select "Create Invoice."
5. Now enter the required information from your supplier's bill.  You will need to enter invoice reference number, invoice total inc GST and invoice total tax.
6. Next, you will select the invoice item you will update. Ensure the qty received, and qty billed are correct.
7. Update the billed unit cost if needed.
8. Also, update the est. Unit tax if required.
9. When all lines are selected and updated. You will verify that the total invoice and tax amounts are correct.  If they are, you can select "Accept and Process Invoice".
You will have now create a supplier invoice to write to your financial system.  SOH will not increase as this has already taken place with the "Receive" menu.  See "How to Receive Purchase Orders in Spenda" if you need to view this again.

New Supplier Invoices

1. To begin select "New Invoice" from the supplier invoice menu.
2. You will now be prompted to select the supplier related to this invoice.
3. Now enter the required information from your supplier's bill.  You will need to enter invoice reference number, invoice total inc GST and invoice total tax.
5. You will now add the details of the supplier invoice. Select "Add Item" and choose all the required products for the invoice.
4. Next, you will select the invoice item you will update. Ensure the qty received, and qty billed are correct.
7. Update the billed unit cost if needed.
8. Also, update the est. Unit tax if required.
9. When all lines are selected and updated. You will verify that the total invoice and tax amounts are correct.  If they are, you can choose "Accept and Process Invoice".
You will have now create a supplier invoice to write to your financial system.  SOH will increase with the invoiced counts.‚Äč


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