Overview
Supplier Invoices handles bills from your suppliers. Upload, match to orders, approve, and track payment.
Uploading Invoices
- Navigate to Creations > Supplier Invoice Entry
- Click Upload Invoice
- Select PDF file
- AI extracts key information automatically
Extracted Data
- Supplier name
- Invoice number
- Invoice date
- Line items
- Amounts
Matching to Orders
After upload:
- Review extracted data
- Match to hire order(s)
- Verify quantities and rates
- Confirm allocation
Approval Workflow
- Draft: Initial upload
- Pending: Awaiting review
- Query: Questions raised
- Approved: Ready for payment
- Paid: Payment made
Managing Queries
If invoice has issues:
- Click Raise Query
- Add notes about problem
- Contact supplier if needed
- Resolve and continue
Cost Tracking
Match supplier costs to customer billing:
- View margin per order
- Track supplier profitability
- Identify pricing issues
Tips
- Upload invoices promptly
- Match to orders before approval
- Check rates match agreed supplier rates
- Query discrepancies early