From the Side menu select the InvoiceFlow option, followed by Invoices
You will see an overview of the invoices that you have entered onto the system and at what stage they are at.
Add a new invoice
Use the Add a new invoice button to start a new transaction.
If you want to edit a previously saved draft, click the pencil icon next to the invoice.
Next, upload a copy of your invoice and complete the fields in the Invoice Details section.
Any details saved against the invoice will be populated in the invoice detail fields.
Yellow fields are mandatory.
Use the drop down list or search function to select a previously saved supplier. Or the plus button allows a quick add of new suppliers.
The payment method and due date will be calculated based on the details saved against the selected supplier.
This is the category the invoice needs assigning to. If only 1 is available this will default so no selection is required.
If more than 1 is available, use the drop down list to select the appropriate category.
The category selected will determine the coding requirements and default VAT rate.
Description – Enter a description for the invoice
Invoice no./PO no. – Enter the invoice number and PO number if required.
Invoice Date – The invoice date will default to today, but can be changed to match the invoice.
Due Date – If you have saved payment terms for the supplier, this will be calculated. It can also be entered manually or changed.
Country of purchase – If the invoice is a not in GBP change the country of purpose.
Total amount – Enter the gross value of the invoice and update the currency using the search function if required.
VAT rate – The VAT rate will default from the category but can be edited if required.
Select any necessary coding required by your organisation.
On completion of the invoice details use the Save button.
The next stage allows you to save or submit the invoice.
If you have further details to add to an entry use the Save as draft button.