Purchase invoices are created automatically and can be completed from the purchase receipt workflow. However, if the purchase receipt was finalised and not complete in full e.g. you need needed to process the receipt urgently and choose to finalise the invoice at a later time. This topic covers the manual invoicing of the corresponding finalised purchase receipt.
When you receive an invoice from a supplier it has your original purchase order number on it. (It does not know what your receipt number was from your system)
Invoicing one receipt only
- From the Navigation panel, click on Purchasing then Invoices. Orders
- The transaction list panel displays Purchase Invoices displays Purchase Orders according to the specified filter option.
- When searching for a Purchase Invoices Order use the transaction number search field.
- Left click into the search field and key in the purchase invoice transaction numberorder number.
- Click on the Purchase invoice that you wish to finaliseOrder
- On the right hand side, click on tab Purchase Receipts
- Click on the receipt
- Click on button Show Transaction
- The purchase receipt window opens. The status is Posted. This means you cannot change anything about this receipt
- Click on button Invoice
- A pop-up message window appears for you to key in the Suppliers Invoice Number
- Use the Add Additional Charge Product flag if there is to be a freight charge added to the invoice in Readysell as charged by your supplier
- Click on button OK
- Review the invoice details to confirm that the invoice is the one to finalise.
- Make sure the date of the invoice matches the date on the invoice from your suppliers
- Make sure that the values match the values on the invoice line by line exactly.
- Check the totals at the top of the screen for Value Ex, Value Inc and Tax Value
- If they do not match, you will need to make any necessary adjustments to the product lines of the invoice
- Click on button Default Total so the Finalise button in the ribbon line.system recalcs any changes (if you did not make any changes to the values on the product lines, you still will need to click on this button)
Click on button Finalise in the ribbon up the top of the screen
The receipt is now invoiced and the process is now completed for that receipt.
Invoicing more than one receipt
This will need to be processed from the Purchase Receipts window
- From the Navigation panel, click on Purchasing then Receipts
- The transaction list panel displays Purchase Orders according to the specified filter option.
- When searching for a Purchase Order use the transaction number search field.
- Left click into the search field and key in the purchase order number.
- Click on the Purchase Order
- On the right hand side, click on tab Purchase Receipts
- Click on the receipt
- Click on button Show Transaction
- The purchase receipt window opens. The status is Posted. This means you cannot change anything about this receipt
- Click on button Invoice
- A pop-up message window appears for you to key in the Suppliers Invoice Number
- Use the invoice date. Add Additional Charge Product flag if there is to be a freight charge added to the invoice in Readysell as charged by your supplier
- Click on button OK
- Review the invoice details to confirm that the invoice is the one to finalise.
- Make sure the date of the invoice matches the date on the invoice from your suppliers
- Make sure that the values match the values on the invoice line by line exactly.
- Check the totals at the top of the screen for Value Ex, Value Inc and Tax Value
- If they do not match, you will need to make any necessary adjustments to the product lines of the invoice
- Click on button Default Total so the system recalcs any changes (if you did not make any changes to the values on the product lines, you still will need to click on this button)
Click on button Finalise in the ribbon up the top of the screen
The receipt is now invoiced and the process is now completed for that receipt.