coreSTORE - Purchasing: PO & Receiving Setup Supplier Invoices

First create your supplier terms

1. Click on Purchasing

2. Click on Supplier Invoices

3. Click on the 3 dot menu

4. Click on Manage Terms

5. Click on [Add Term]

6. Type your term name

7. Type the amount of days the invoice will be due

8. Click on Save

Creating the invoice

9. Click on Purchasing

10. Click on PO & Receiving

11. Add your items to the receiving

12. Add the supplier

13. 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

14. 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:

15. Click on the invoice payment type

If the invoice payment type isn't used the invoice won't be created

16. Click on Add Payment

17. Click on Finish

Managing the invoices

18. Click on Purchasing

19. Click on Supplier Invoices

20. Click on View to view the invoice info

21. You can print a copy or view the details

22. Click on Pay to pay off the invoice

23. You will want to enter the payment amount, Payment type, and if there was a discount.

24. Click on Edit to edit the invoice details

25. 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