After the purchase order is approved, it is sent to the vendor to receive PO items. The vendor dispatches items and sends the invoice. On receiving the invoice, you can add invoice details to the purchase order and notify the concerned technicians.
To Add Invoice Details
Go to the purchase order details page.
Click Actions > Add Invoice.
Alternatively, go to the Invoice tab and click Add Invoice.
Fill out the form using the pointers given below:
|
Fields |
Explanation |
|
Invoice ID* |
Provide an invoice ID. |
|
Received Date |
Select the received date of items from the calendar. |
|
Payment Due Date |
Select the payment due date from the calendar. |
|
Comments |
Enter invoice related comments if required. |
|
Attachments |
Upload any related files, documents, or images. |
|
Payment Notification |
Enable this option to send payment notifications to technicians. Notify Technicians*: Select the technicians to be notified from the list. Notify Before*: Enter the days before which the notification should be sent to the selected technicians. |
*Mandatory Fields
After adding the invoice details, click Save.
On the invoice list view,
Click an invoice entry to view its details.
Click 
beside an invoice entry to edit or delete the invoice details.
