How To: Match Purchase Invoices with Purchase Invoices sent by your Suppliers

  1. Open a Purchase Invoice screen (show me how).
  2. Use the filters to find the required invoice.
  3. Double-click on the invoice.
  4. Press Alt+E or click the green triangle icon is the buttonbar's EDIT button to enter edit mode.
  5. Enter the 'Supplier's Reference' in the Invoice Ref field (Optional).
    Note: if there is an existing Purchase Invoice with the same Invoice Ref for the same supplier then a dialog will be displayed asking if the user wishes to continue as this would indicate that a duplicate Purchase Invoice has been created.
  6. Enter the delivery amount in the Delivery field (Optional).
  7. Check the 'Qty', 'Unit Price' and 'Tax' fields match the invoice from the supplier, amend as required.
  8. Check the 'Invoice Total' matches the paperwork sent by the supplier.
    Note: if the Net Total or VAT Total are not correct:
    1. Untick the Auto Calculate checkbox.
    2. Use either the BtnAdjustNetValueX.jpg or the BtnAdjustTaxValue.jpg to adjust the net and tax values to match the supplier's invoice.
  9. Amend the 'Invoice Date' where appropriate.
  10. When the total is correct, tick the 'Post Invoice' checkbox.
  11. Press Ctrl+S or click the disk icon is the button bar's SAVE button to save the invoice.

See Also

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