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Linking Current Creditor Receival to a New Invoice

Striven HELP

Linking Current Creditor Receival to a New Invoice

The process below is used for when a Receival is showing as Current, and the store may be wanting to pay a supplier etc. the steps are for creating a New Invoice, and linking to a Creditor Receival. This will be if the store has not created an invoice yet.

Details

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Details

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1

Creditors > Receivals > Invoices…

 

 

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2

Select New Invoice

 

 

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3

Enter your Staff Login credentials when prompted

 

 

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4

Enter the Receival or search for the applicable Receival by pressing F2

 

 

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5

Press Yes on set Qty Invoiced from the OutStanding QTY

 

 

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6

Confirm this is the correct Receival/Invoice and that all data is relevant

Once confirmed, press F9 - Save

 

 

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7

Confirm all invoice dates are correct

Then press F9 - Save

 

 

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8

For the Invoice Report, either press No Report or Print relevant to your needs

Save As, Print or Exit

 

 

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9

Enter into the Creditor again, and press F8 - View Transactions

 

 

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10

Confirm that it is now showing as Completed

 

 

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