How to Process a Supplier Invoice & Payment

Part One – Enter Supplier Invoice

1.       Click on the ‘+’ symbol at the top right of the page, next to your company logo and from the drop down list select Supplier invoice.

2.       Enter the name of the supplier into the top field, double click on their details to proceed

3.       Enter the invoice details;

  •          Supplier invoice/reference number
  •          Invoice date
  •          Invoice type – Invoice
  •          Products

Please note:  If the supplier invoice is for an order already created you can click on the star icon, select the correct purchase order and the products will automatically populate.

4.       If you have completed the invoice then click on ‘Process’ at the bottom right of the page or if you want to come back to it at a later date and add too it then click ‘Save’, also at the bottom right of the page.

Part Two – Making a Supplier Payment

1.       Click on the ‘+’ symbol at the top right of the page, next to your company logo from the drop down list select Supplier Payment

2.       Enter the name of the supplier into the top field, double click on their details to proceed

3.       Enter in payment details;

  •          Reference (optional)
  •          Payment date
  •          Click on the search icon to bring up a list of unpaid invoices for supplier

4.       Highlight the invoice you want to pay and click on ‘Select’

5.       If you have completed the payment then click on ‘Process’ at the bottom right of the page or if you want to come back to it at a later date then click ‘Save’, also at the bottom right of the page.

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