How to manage Creditor Invoices

How to manage Creditor Invoices

The Creditor Invoices function facilitates capturing invoices on supplier accounts. Invoices can be sent for approval or saved as a draft for later completion.

Finances > Creditors: Invoices

How do I create a creditor invoice?

  1. Click Create an invoice.
  2. Select the creditor and complete the invoice date and reference number.
  3. Add line items with the account, description, quantity and amount.
  4. Click Save as draft to save for later, or Send for approval to submit it for authorisation.

Frequently asked questions

Can I edit a saved invoice? Yes, while it is still in Draft status. Once approved it cannot be edited.

Who approves creditor invoices? Users with approval rights under Finances > Creditors > Approve Transactions.

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