Adding an Invoice or Return to a Purchase Order

Introduction:

Adding an Invoice or Return to a Purchase Order can be easily done by following these few simple steps:

This article applies to + Professional and + Enterprise.

Instructions:

1.  Click on the Modules tab, then click on the Purchase Orders icon on the main ribbon.

2.  Open an already existing Purchase Order.

3.  Click on the Payables/Returns tab.

4.  To add an Invoice, click on the Add Invoice icon. To learn how to add a Return, go to Step 6.

5.  Fill in the necessary information.  Once the information has been entered, click on the Save icon.

6.  To add a Return, after clicking on the Add Invoice icon, select Return from the drop-down menu and fill out the necessary information and click on the Save icon.

You will also have the option to save as a credit memo by clicking on the box.

Once you have finished this step, you have successfully added a Return or Invoice to your Purchase Order and are ready to proceed.

Useful Information and Links:

Useful Links to Related Articles:

To learn how to Create a Purchase Order Manually, click here.

To learn how to Post a Fulfilled Purchase Order, click here.

To learn how to View Current Costs of a Purchase Order, click here.

To learn how to Add an Attachment to a Purchase Order, click here.

To learn how to Manage Notes in a Purchase Order, click here.

To learn how to Manually Link a Work Order to a Purchase Order, click here.

To learn how to Post a Partially Fulfilled Purchase Order, click here.

To learn how to View Vendor Info on a Purchase Order, click here. 

Glossary:

Description of Fields:

Type: Select from the drop-down menu either invoice or return.

Invoice #: Here you will enter the invoice number associated with this item.

Date: This is the date of the invoice you are entering.

Note: You may add any additional notes that you may deem as necessary (Optional).

RMA #: Here you will enter the Return Merchandise Authorization number associated with this item.

CM #: Here you will enter the Credit Memo number associated with this item.

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