Purchase Management — Purchase invoices and payments
Create vendor invoices, attach files, change status, pay individually or in batch, recur and expose authorised portal actions.
01Create a purchase invoiceCreate a vendor invoice with source links, lines, tax, totals and due/payment information.Admin Area → Purchase → Invoices → New Invoice02Edit a purchase invoiceUpdate an editable vendor invoice.Admin Area → Purchase → Invoices → open invoice → Edit03View a purchase invoiceReview lines, status, payments, notes, files and linked records.Admin Area → Purchase → Invoices → open invoice04Delete a purchase invoiceRemove an invoice through the supported action after reviewing payments/debits.Admin Area → Purchase → Invoices → Delete05Choose a vendor for a purchase invoiceSelect the vendor and load linked contract/order context.Admin Area → Purchase → Invoices → New/Edit → Vendor06Link a purchase invoice to a contractSelect the related vendor contract.Admin Area → Purchase → Invoices → New/Edit → Contract07Link a purchase invoice to a purchase orderSelect the related PO and copy available context.Admin Area → Purchase → Invoices → New/Edit → Purchase Order08Choose purchase-invoice currency and rateSet currency/rate before confirming lines and totals.Admin Area → Purchase → Invoices → New/Edit09Add purchase-invoice line itemsEnter item, quantity, price, tax and discount lines.Admin Area → Purchase → Invoices → New/Edit → Items10Change purchase-invoice tax valuesRecalculate line tax through the supported selector action.Admin Area → Purchase → Invoices → New/Edit → Tax11Set purchase-invoice dates and expiryEnter invoice and due/expiry dates used for payment and notification logic.Admin Area → Purchase → Invoices → New/Edit12Change a purchase-invoice statusUse the dedicated invoice status capability.Admin Area → Purchase → Invoices → open invoice → Status13Understand purchase-invoice payment statusesInterpret Unpaid, Partially paid and Paid.Admin Area → Purchase → Invoices14Add a purchase-invoice paymentRecord payment amount/mode/date through the invoice payment form.Admin Area → Purchase → Invoices → open invoice → Payments → Add15View a purchase-invoice paymentOpen recorded payment details.Admin Area → Purchase → Invoices → open invoice → Payments16Delete a purchase-invoice paymentRemove a payment through the supported action.Admin Area → Purchase → Invoices → open invoice → Payments → Delete17Add purchase-invoice payments in a batchUse the batch payment modal for selected invoices.Admin Area → Purchase → Invoices → Batch Payment18Refresh payment data after a purchase-invoice changeUse the supplied payment-change calculation path.Admin Area → Purchase → Invoices → open invoice/payment action19Upload a purchase-invoice attachmentAttach supporting evidence.Admin Area → Purchase → Invoices → open invoice → Files → Upload20Download a purchase-invoice attachmentOpen an authorised invoice file.Admin Area → Purchase → Invoices → open invoice → Files → Download21Delete a purchase-invoice attachmentRemove an invoice file.Admin Area → Purchase → Invoices → open invoice → Files → Delete22Add a purchase-invoice noteRecord an internal note.Admin Area → Purchase → Invoices → open invoice → Notes → Add23Generate a purchase-invoice PDFRender the module invoice PDF.Admin Area → Purchase → Invoices → open invoice → PDF24Configure recurring purchase invoicesSet recurrence through the fields exposed by the purchase-invoice form.Admin Area → Purchase → Invoices → New/Edit → Recurring25Run recurring purchase-invoice generationAllow cron to create due recurrence instances.CRM Cron → Purchase recurring invoices26Configure purchase-invoice expiry notificationsSet days and recipient staff.Admin Area → Purchase → Settings → Purchase Order Setting27Review a purchase-invoice expiry notificationVerify the cron-generated notification for an approaching due/expiry date.Admin Area → Notifications / email and Purchase → Invoices28Filter the purchase-invoice tableUse vendor, payment-status and list filters.Admin Area → Purchase → Invoices29Open the vendor-specific purchase-invoice tableOpen the vendor-specific invoice table.Admin Area → Purchase → Vendors → open vendor → Invoices30Troubleshoot purchase-invoice totals or paymentsReview lines, rate, tax, dates, applications, payments, status and permissions.Admin Area → Purchase → Invoices → open invoice