Vendor Invoice and Payment

In this guide

Creating Vendor/Customer Invoice Manually

On the navigation bar, select the Purchase tab and Vendor Invoice menu.
On the page, to the right, please click the New Vendor Invoice button.
You can attach document by clicking on the paper clip icon on the right.
Journal entry will be created once the header is saved and will be updated accordingly to any changes made.
Complete the form and click Save as draft or Approve.
*Note: Approved invoice cannot be edited or deleted

On the navigation bar, select the Document tab.
Click on Upload on the right to upload PDF or image file(s).
Wait for the file to be processed and once it is ready, click on the ellipses and select create invoice.
The AI will read from the document and automatically fill in the information.
*Note: Review is still needed to make sure all the information input is correct
The posting account is automatically selected based on the previous account selected. No account will be selected if it is the first invoice created for the vendor.

On the navigation bar, select the Purchase tab and Vendor Payment menu.
On the page, to the right, please click the New Vendor Payment button.
Fill up the payment information and click Save & add invoice.
Journal entry will be created once the header is saved and will be updated accordingly to any changes made.
Select an invoice or multiple invoices in draft or approved status to add in the payment.
Payment amount for each invoice can be edited.
Click on Save as draft or Approve.
*Note: Approved payment cannot be edited or deleted