Suppliers Invoice

✔️ Only transactions without reference or with cancelled reference in AP Voucher and Adjustment will be available for un-posting.

How to Create a New Transaction

1. Click the Create Button Start by clicking the + Create button located at the top right of the module to open a fresh invoice form.

2. Select the Supplier Enter the supplier details first. This must be done before adding items or picking a reference RR to ensure the data maps correctly.

3. Insert Reference (Optional) Click the Search button to pull in a reference receiving transaction (RR).

4. Add Items Manually You can also create an invoice by manually adding NON-INVENTORIABLE items, such as services.

5. Adjust Pricing If necessary, you can still edit the unit price for any final adjustments before saving.

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How to Edit a Transaction

If you need to make changes to an existing invoice, follow these steps:

1. Enter Edit Mode Click the Edit button to unlock the form fields.

2. Verify Account Titles Ensure all line items have their corresponding account titles assigned; otherwise, the transaction may not post correctly.

3. Save or Cancel

• Save Button: Click this once you have finished your changes (only active in Edit Mode).

• Red Button: Click this if you wish to discard changes and exit edit mode.