How to Create Purchase Invoice

Go to the Voucher in the Back Office and select the Purchase. The admin can select the supplier from the list of suppliers in the dropdown and select the quantity of the product. Use shortcut key F9 easy to open the create purchase invoice screen.

Supplier Information

Enter the name of the supplier and the contact information. This information will appear on purchase invoices print.

Address

Click + symbol, the address section will open. Update the supplier address in this field.

Invoice

Select any payment method cash or credit.

Cash

The buyer or the admin paying the full amount of cash from the seller. Choose the invoice method name is cash in the Invoice field.

credit

The seller or the admin paid the partial or pending payment, choose the invoice method name is credit. This type of Invoice generally used against Online Payment through Payment Gateway. for example ( google pay, Paytm etc.. )

Payment

Payments can be made against a purchase invoice by using the Add Payment methods which opens the payment tab.

Adjust Advances

Adjust the adavnce paid against the created invoice. Click adjust advance button enter the amount then click OK.

Receive To

Select warehouse of the products. Goods received is created after click Save button. This will appear only when creating a purchase invoice. If not select none option.

Supplier

Enter the supplier name in this field.

Tip

Click Alt+C - Create a supplier at the supplier section.

Credit Days

If the select payment method name is credit, credit days will appear. The credit days is the number of days that a buyer is allowed to wait before paying an invoice.

Transport

Specify the type of transport service like lorry, van, bus or auto etc.

Referrence

Reference numbers are commonly used to identify items for a particular supplier, admin can enter the reference number of incomplete or new orders for the specific supplier.

Goods issue

The Goods issued items are displayed in this goods issue tab.

Note

Entered purchase note are displayed in the note tab.

History

The updated order status are displayed in the purchase history tab.

Product

Search the product buyer want to purchase. This field allows to add and edit the products. When adding the products it fills the product cost in the price field.

Tip

Click Alt+C - Create a product at the product section.

Quantity

Enter the minimum or maximum quantity of the product.

Units

Units of Measure (UOM) are used to define the measurement of the items.

Price

The product cost is updated in this field. It allows to edit or change the cost of the products.

Discount

Enter the discount amount on this field.

Total Amount

It shows the total amount of products. The total amount is reduced when the product has a discount.

Steps to Create Purchase Invoice

1. Click Create Purchase button in the top right corner.
2. Enter the supplier name in the supplier search box. The available supplier list will show the search dropdown related on search.
3. Select the supplier name, then the supplier-related information will fill automatically.
4. After selecting the supplier name enter the billing address and shipping address.
5. Select product name by entering the product name in a Product Name search box. The available product list will show the search dropdown related on search. or create product use ths shortcut key ALT+C.
6. Purchase Summary will show at the end of the page. Kindly check the Order summary before saving the order.
7. Finally, Click the top right corner Save button to create a purchase.