Invoice Entry

Invoice Entry

From the Side menu select the InvoiceFlow option, followed by Invoices

The screen below shows all of the invoices that you have entered onto the system and their position within the system.

Use the Add a new invoice button to start a new transaction. Or the pencil icon to edit an existing transaction.

Supplier details

Any details saved against the invoice will be populated in the invoice detail fields.

Use the drop down list or search function to select a supplier. The plus button allows a quick add of new suppliers.

The payment method and due date will be calculated based on details on the supplier screen.

Document type

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 are available, use the drop down list to select the appropriate category.

The category selected will determine the coding requirements and default VAT rate.


Invoice Entry

Invoice details

Enter a description for the invoice, if this field is in yellow it will be mandatory.

Enter the invoice number and PO number is required.

The invoice date will default to today, but can be changed to match the invoice.


Enter the gross value of the invoice.

If the invoice is a not in GBP change the country of purpose the the relevant currency.

The VAT rate will default from the category but can be edited if required.


On completion of the invoice details use the Submit button to move the invoice into authorisation.

If you have further details to add to an entry use the Save as draft button.


Invoice Submission

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