Adding an Invoice or Return to a Purchase Order

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 This process cannot be done from a mobile device.

Adding an invoice or return to a purchase order can be easily done by following these few simple steps:

Step 1.

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


Step 2.

Open an already existing purchase order from your desktop computer.

Step 3.

Click on the Payables/Returns tab.


Step 4.

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


Step 5.

Fill in the necessary information.

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).

Once the information has been entered, click on the Save icon.

Step 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.

Description of Fields:

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

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.

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).

 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.

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