How to Generate, View Purchase Invoices

Purchase Invoice

Search Purchase Invoice

a)      Go to Finance->Invoice List->Purchase

b)      The following screen would be displayed.

c)       User can search on various search criteria like

  1.  Invoice status,
  2.  Placement id,
  3.  Candidate name
  4.  Invoice ID

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d)      Based on the search criteria, the Invoices would be listed in the grid.

 

Edit /View Purchase Invoice

a)      ‘Invoice ID’ column is a hyper link. User can click here to view the details of the purchase invoice.

b)      Edit invoice would be displayed

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c)      User can click on the ‘PDF‘  icon to view the ‘RCTIReport.

d)      User can click on the ‘EFT’ button to view the EFT.

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Post Purchase Invoice

a)      Go to Finance->Invoice List->Purchase Invoice -> enter the search criteria->Invoices would be listed in the list

b)      Select the invoices and select ‘Post’  in the top right corner

c)      Alternatively to post 1 by 1, you can click on the Invoice No hyperlink-> Edit Invoice screen would be displayed->Click on ‘Post’.

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Purchase Invoice Posting is same as Sales Invoice Posting Invoices section.