Enter a Receipt of Invoice Home | FAQs & Troubleshooting

 

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 Overview

Use this procedure to enter invoice information to apply against outstanding purchase orders. You can only record invoices using Receipt of Invoice Entry. To record the receipt of goods and the invoice simultaneously, you must use Receipt of Goods Entry. For more information, see Receipt of Goods Entry.

To enter a receipt of invoice

1. Select Purchase Order Main menu > Receipt of Invoice Entry.

2. Enter a receipt number. For more information, see Receipt of Invoice Entry - Fields.

3. On the Header tab, enter a purchase order number and an invoice number.

4. Enter the remaining information on the Header tab.

5. Click the Address tab, and verify the purchase and ship-to addresses.

6. Click the Lines tab. A message appears asking if you want to invoice the complete purchase order.

• Click Yes if all or most of the items on the purchase order are being invoiced. The total ordered quantity for each item is recorded automatically in the Invoiced field. Any exceptions (for example, items not included or partially invoiced) can be changed manually.

• Click No if most of the items on the purchase order have not been invoiced. The total quantity ordered for each item is not recorded in the Invoiced field, and you must enter all invoiced quantities manually.

7. Enter additional information for the items to invoice as needed.

   Note To invoice an asset item, prepend an asterisk (*) to the item code (for example, *CHAIR-1001, where CHAIR-1001 is the item code) in the Item Code field and select an asset account in the G/L Account field.

8. Click the Totals tab, and enter the freight, prepayment, and invoice information amounts.

9. Click Tax Detail, to enter any tax information for the receipt, and then click OK. For more information, see Tax Detail (Purchases) - Fields.

10. In the Receipt of Invoice Entry window, click Accept.

The receipt of invoice is entered and is ready to be processed.