Purchase Management — Purchase invoices and payments
Create vendor invoices, attach files, change status, pay individually or in batch, recur and expose authorised portal actions.
Create a purchase invoice
Create a purchase invoiceCreate a vendor invoice with source links, lines, tax, totals and due/payment information.Admin Area → Purchase → Invoices → New Invoice
Open guide →GuideEdit a purchase invoice
Edit a purchase invoiceUpdate an editable vendor invoice.Admin Area → Purchase → Invoices → open invoice → Edit
Open guide →GuideView a purchase invoice
View a purchase invoiceReview lines, status, payments, notes, files and linked records.Admin Area → Purchase → Invoices → open invoice
Open guide →GuideDelete a purchase invoice
Delete a purchase invoiceRemove an invoice through the supported action after reviewing payments/debits.Admin Area → Purchase → Invoices → Delete
Open guide →GuideChoose a vendor for a purchase invoice
Choose a vendor for a purchase invoiceSelect the vendor and load linked contract/order context.Admin Area → Purchase → Invoices → New/Edit → Vendor
Open guide →GuideLink a purchase invoice to a contract
Link a purchase invoice to a contractSelect the related vendor contract.Admin Area → Purchase → Invoices → New/Edit → Contract
Open guide →GuideLink a purchase invoice to a purchase order
Link a purchase invoice to a purchase orderSelect the related PO and copy available context.Admin Area → Purchase → Invoices → New/Edit → Purchase Order
Open guide →GuideChoose purchase-invoice currency and rate
Choose purchase-invoice currency and rateSet currency/rate before confirming lines and totals.Admin Area → Purchase → Invoices → New/Edit
Open guide →GuideAdd purchase-invoice line items
Add purchase-invoice line itemsEnter item, quantity, price, tax and discount lines.Admin Area → Purchase → Invoices → New/Edit → Items
Open guide →GuideChange purchase-invoice tax values
Change purchase-invoice tax valuesRecalculate line tax through the supported selector action.Admin Area → Purchase → Invoices → New/Edit → Tax
Open guide →GuideSet purchase-invoice dates and expiry
Set purchase-invoice dates and expiryEnter invoice and due/expiry dates used for payment and notification logic.Admin Area → Purchase → Invoices → New/Edit
Open guide →GuideChange a purchase-invoice status
Change a purchase-invoice statusUse the dedicated invoice status capability.Admin Area → Purchase → Invoices → open invoice → Status
Open guide →GuideUnderstand purchase-invoice payment statuses
Understand purchase-invoice payment statusesInterpret Unpaid, Partially paid and Paid.Admin Area → Purchase → Invoices
Open guide →GuideAdd a purchase-invoice payment
Add a purchase-invoice paymentRecord payment amount/mode/date through the invoice payment form.Admin Area → Purchase → Invoices → open invoice → Payments → Add
Open guide →GuideView a purchase-invoice payment
View a purchase-invoice paymentOpen recorded payment details.Admin Area → Purchase → Invoices → open invoice → Payments
Open guide →GuideDelete a purchase-invoice payment
Delete a purchase-invoice paymentRemove a payment through the supported action.Admin Area → Purchase → Invoices → open invoice → Payments → Delete
Open guide →GuideAdd purchase-invoice payments in a batch
Add purchase-invoice payments in a batchUse the batch payment modal for selected invoices.Admin Area → Purchase → Invoices → Batch Payment
Open guide →GuideRefresh payment data after a purchase-invoice change
Refresh payment data after a purchase-invoice changeUse the supplied payment-change calculation path.Admin Area → Purchase → Invoices → open invoice/payment action
Open guide →GuideUpload a purchase-invoice attachment
Upload a purchase-invoice attachmentAttach supporting evidence.Admin Area → Purchase → Invoices → open invoice → Files → Upload
Open guide →GuideDownload a purchase-invoice attachment
Download a purchase-invoice attachmentOpen an authorised invoice file.Admin Area → Purchase → Invoices → open invoice → Files → Download
Open guide →GuideDelete a purchase-invoice attachment
Delete a purchase-invoice attachmentRemove an invoice file.Admin Area → Purchase → Invoices → open invoice → Files → Delete
Open guide →GuideAdd a purchase-invoice note
Add a purchase-invoice noteRecord an internal note.Admin Area → Purchase → Invoices → open invoice → Notes → Add
Open guide →GuideGenerate a purchase-invoice PDF
Generate a purchase-invoice PDFRender the module invoice PDF.Admin Area → Purchase → Invoices → open invoice → PDF
Open guide →GuideConfigure recurring purchase invoices
Configure recurring purchase invoicesSet recurrence through the fields exposed by the purchase-invoice form.Admin Area → Purchase → Invoices → New/Edit → Recurring
Open guide →GuideRun recurring purchase-invoice generation
Run recurring purchase-invoice generationAllow cron to create due recurrence instances.CRM Cron → Purchase recurring invoices
Open guide →GuideConfigure purchase-invoice expiry notifications
Configure purchase-invoice expiry notificationsSet days and recipient staff.Admin Area → Purchase → Settings → Purchase Order Setting
Open guide →GuideReview a purchase-invoice expiry notification
Review a purchase-invoice expiry notificationVerify the cron-generated notification for an approaching due/expiry date.Admin Area → Notifications / email and Purchase → Invoices
Open guide →GuideFilter the purchase-invoice table
Filter the purchase-invoice tableUse vendor, payment-status and list filters.Admin Area → Purchase → Invoices
Open guide →GuideOpen the vendor-specific purchase-invoice table
Open the vendor-specific purchase-invoice tableOpen the vendor-specific invoice table.Admin Area → Purchase → Vendors → open vendor → Invoices
Open guide →GuideTroubleshoot purchase-invoice totals or payments
Troubleshoot purchase-invoice totals or paymentsReview lines, rate, tax, dates, applications, payments, status and permissions.Admin Area → Purchase → Invoices → open invoice
Open guide →