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Invoicing - Purchase invoices

Updated over 4 months ago

Draft

💡 Under the Draft tab, you can find all invoices that still need to be booked.

  • Click on the line of an invoice to open the draft invoice. You can still edit or complete the invoice before booking it.

Outstanding

💡 A posted invoice with an outstanding balance can be found under the Due tab.

  • Use the payment icon to record a payment for the invoice.

💡 After recording the payment, the invoice will appear under the All tab.

Overdue

💡 An invoice with an outstanding balance whose payment term has expired can be found under the Overdue tab.

Standalone invoice

💡 Using the green plus icon, you can create purchase/procurement invoices without a preceding purchase/procurement order. Follow this 👉 guide.

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