coreSTORE - Purchasing: PO & Receiving Setup Supplier Invoices
First create your supplier terms
Click on Purchasing
Click on Supplier Invoices
Click on the 3 dot menu
Click on Manage Terms
Click on [Add Term]
Type your term name
Type the amount of days the invoice will be due
Click on Save
Creating the invoice
Click on Purchasing
Click on PO & Receiving
Add your items to the receiving
Add the supplier
If the supplier doesn't have default terms you can set the terms in the supplier terms box
You can also set the default terms in purchasing>suppliers>edit>default invoice terms box
If you don't see the payment options on the receiving screen go to company>settings>Purchase order/receiving/transfer and uncheck Hide Payments From Receiving Screen:
Click on the invoice payment type
If the invoice payment type isn't used the invoice won't be created
Click on Add Payment
Click on Finish
Managing the invoices
Click on Purchasing
Click on Supplier Invoices
Click on View to view the invoice info
You can print a copy or view the details
Click on Pay to pay off the invoice
You will want to enter the payment amount, Payment type, and if there was a discount.
Click on Edit to edit the invoice details
You can additional line items to the invoice, Change the total amount, Add an account name or description, change the date and the due date, and you can enter the invoice number from your supplier
Click on Purchasing
Click on Supplier Invoices
Click on the 3 dot menu
Click on Manage Terms
Click on [Add Term]
Type your term name
Type the amount of days the invoice will be due
Click on Save
Creating the invoice
Click on Purchasing
Click on PO & Receiving
Add your items to the receiving
Add the supplier
If the supplier doesn't have default terms you can set the terms in the supplier terms box
You can also set the default terms in purchasing>suppliers>edit>default invoice terms box
If you don't see the payment options on the receiving screen go to company>settings>Purchase order/receiving/transfer and uncheck Hide Payments From Receiving Screen:
Click on the invoice payment type
If the invoice payment type isn't used the invoice won't be created
Click on Add Payment
Click on Finish
Managing the invoices
Click on Purchasing
Click on Supplier Invoices
Click on View to view the invoice info
You can print a copy or view the details
Click on Pay to pay off the invoice
You will want to enter the payment amount, Payment type, and if there was a discount.
Click on Edit to edit the invoice details
You can additional line items to the invoice, Change the total amount, Add an account name or description, change the date and the due date, and you can enter the invoice number from your supplier
Updated on: 02/21/2025
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