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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 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

1. From the Navigation panel, click on Purchasing then Invoices.On the left hand side of the screen is a list of all of your Purchase Invoices Orders
2. The transaction list panel displays Purchase Orders according to the specified filter option.
3. When searching for a Purchase Order use the transaction number search field.
4. Left click into the search field and key in the purchase order number.
5. Click on the Purchase Order
6. On the right hand side, click on tab Purchase Receipts
7. Click on the receipt
8. Click on button Show Transaction
9. The purchase receipt window opens.  The status is Posted.  This means you cannot change anything about this receipt
10. Click on button Invoice
11. A pop-up message window appears for you to key in the Suppliers Invoice Number
12. 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
13. Click on button OK
14. Review the invoice details to confirm that the invoice is the one to finalise.
15. Make sure the date of the invoice matches the date on the invoice from your suppliers. If you havent received the supplier invoice until the next month or so, you need to set a cut off date. Maybe allow 5-7 days into the next month and after that no back dating. 
16. Make sure that the values match the values on the invoice line by line exactly.
17. Check the totals at the top of the screen for Value Ex, Value Inc and Tax Value
18. If they do not match, you will need to make any necessary adjustments to the product lines of the invoice
19. 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)

20. Click on button Finalise in the ribbon up the top of the screen

21. 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

1. From the Navigation panel, click on Purchasing then Receipts
2. The transaction list panel displays Purchase Receipts according to the specified filter option.
3. When searching for a Purchase Invoices Receipts use the transaction number search field to be preciseor search for the Supplier Code.
4. Left click into that field and start typing in the beginning of that transaction number.
5. Click on the sale invoice that you wish to reverse
6. View the information to ensure that is the invoice you want to reverse
7. Click on the reverse button from the top panel
8. Pop-up message box will appear for you to fill in the datethe search field and key in the purchase receipt number or supplier code.
9. Click on one of the Purchase Receipts
10. On your keyboard, hold down the Ctrl button and then use your mouse to go and select the other relevant purchase receipts
11. Once you have all relevant receipts selected, let go of the Ctrl button on the keyboard
12. Click on button Invoice
13. A pop-up message window appears for you to key in the Suppliers Invoice Number
14. 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
15. Click on button OK
16. Review the invoice details to confirm that the invoice is the one to finalise.
17. Make sure the date of the invoice matches the date on the invoice from your suppliers
18. Make sure that the values match the values on the invoice line by line exactly.
19. Check the totals at the top of the screen for Value Ex, Value Inc and Tax Value
20. If they do not match, you will need to make any necessary adjustments to the product lines of the invoice
21. 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)

22. Click on button Finalise in the ribbon up the top of the screen

23. The receipt is now invoiced and the process is now completed for that receipt.

See also

Controlling when purchase invoices update costs