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Create Purchase Invoice

Purchase Invoices can be created from a Purchase Order, a Contract, or directly from available items.

Step 1: Navigate to the Invoices menu under the Purchase module from the left sidebar and click the New button.

Step 2: On the Add Invoice page, complete the required information:

  1. Vendor: Select the vendor.

  2. Source Selection:

    • Contract: Select a contract only if it was created from a Purchase Order.

    • Purchase Order: Select the relevant Purchase Order.

    • Available Items: Select items directly without referencing a contract or purchase order.

  3. Invoice Date: Enter the invoice date.

Step 3: Click the Save button to create the Purchase Invoice.

Edit Purchase Invoice

To edit an existing Purchase Invoice:

  • From the Invoice Management page, select the invoice and click Edit, or

  • From the Invoice Details page, click Edit.

Delete Purchase Invoice

When a Purchase Invoice is deleted, any applied debit amounts will also be removed, and the debited amount will be refunded back to the corresponding Debit Note.

To delete a Purchase Invoice:

  • Navigate to the Invoice Management page, select the invoice, and click Delete.

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