Purchase Invoices

Use Finances > Purchase Invoices to record invoices received from suppliers. These are separate from the sales invoices you send to clients.

You need View Invoices to open the page. Adding, updating and deleting purchase invoices have separate permissions. If an expected button is missing, ask your administrator to check your permission groups.

Add a purchase invoice

1. Create the supplier first.
2. Open Purchase Invoices and click the Add Purchase Invoice plus button above the table.
3. Select the Supplier.
4. Enter the supplier's invoice Number, the invoice Date and, where needed, its Due date.
5. Enter a Description and Price for the first item.
6. Click Add Invoice.

The table shows date, supplier, due date, total and status. Use its search and sorting controls to find the record.

Maintain the record

Open the invoice from the list. With update permission, click the linked invoice number or dates to edit them. The Paid field displays NOT PAID until a payment date is recorded; enter the date when you want to mark the purchase invoice paid.

Use Add line item to enter another description and price, then click Add Item. Existing item descriptions and amounts can be edited in place, and unwanted items can be removed with their bin icon. Check the total after changing items.

The print control prints the invoice record. Recording a paid date keeps PlanMan's record up to date; this page does not make a bank payment to the supplier.