How To: Split a Purchase Invoice from one Delivery Note into multiple Purchase Invoices

Table Of Contents

Before You Begin
Step 1: Amend the Existing Purchase Invoice
Step 2: Create an Additional Purchase Invoice
Step 3: Verify the New Purchase Invoice
Example
Additional Information
Related Articles
Sometimes a supplier may fulfil a single purchase order across multiple deliveries and issue separate invoices for each shipment. When this happens, you can split the original Purchase Invoice so that each supplier invoice is recorded separately in Khaos Control.
This process allows you to create multiple Purchase Invoices from the same Purchase Order, helping you accurately match the supplier's invoices for reconciliation purposes.

Before You Begin

A Purchase Invoice must already have been created from the relevant Delivery Note before you can split it.

Step 1: Amend the Existing Purchase Invoice

  1. Open the Purchase Invoice screen (Show me how).
  2. Find and open the Purchase Invoice that was originally created from the Delivery Note.
  3. Press Alt + E or click Edit.
  4. Remove the invoice lines that should appear on a different supplier invoice, or amend the quantities as required.
  5. Confirm any warning messages that appear.
  6. Press Ctrl + S or click Save to save the amended Purchase Invoice.

Step 2: Create an Additional Purchase Invoice

  1. Open the Delivery Note screen (Show me how).
  2. Locate the Delivery Note from which you want to create the additional Purchase Invoice.
  3. Right-click the Delivery Note and select Consolidated Purchase Invoice from the shortcut menu.
  4. When the dialogue box appears, ensure the bottom checkbox is ticked.
    This option ensures that any items not already included on a Purchase Invoice are added to the new invoice.
  5. Complete the process to create the new Purchase Invoice.

Step 3: Verify the New Purchase Invoice

  1. Open the newly created Purchase Invoice.
  2. Check that the correct products and quantities have been included.
  3. Repeat the process if additional supplier invoices need to be created from the same delivery.

Example

If a supplier sends:
  • 10 items on Delivery 1 with Invoice A
  • 15 items on Delivery 2 with Invoice B
You can:
  1. Amend the original Purchase Invoice so it contains only the items from Invoice A.
  2. Create a second Purchase Invoice from the same Delivery Note.
  3. Allow Khaos Control to add the remaining uninvoiced items.
  4. Match each Purchase Invoice to the corresponding supplier invoice.

Additional Information

  • Items that remain on the original Purchase Invoice will not be added to the new invoice.
  • Only products and quantities that are not already invoiced will be included in the newly created Purchase Invoice.
  • This process is particularly useful when suppliers issue multiple invoices against a single purchase order.


See Also


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