Manage Vendor Invoices and Payments
Now that you’ve added the expenses, applied your discounts, and received your inventory, you can manage your Vendor Invoices and Payments.
To add an invoice to a Purchase Order, on the detailed page of the PO, go to your “Actions” and select “Manage Invoices” from the drop-down menu.
In the “Invoices” page, click the “+ icon” on the top right of the “Invoices” window to open the “Add New Invoice” menu.
You can add an invoice number, invoice date, and invoice amount and assign the invoice to a PO#.
In this example, we will select the Invoice Type “PO” and then click “Add Invoice” on the bottom right to create a new invoice.
Invoices can be linked back to “Receiving Sessions” on the Purchase Order to make sure you are only paying for the inventory you have received.
To link an Invoice to a Receiving Session, first open the detailed page of the desired Invoice. You can find your invoice in the “Manage Vendor Invoices” page in the Purchasing Module under the “Vendors” dropdown or by searching the Vendor in the universal search bar and selecting “Invoices” from the Toolbox.
On the detailed page of the Invoice click the “Edit” button on the top right then move to the “Existing Sessions” window and click the green “+ icon” to open the “Add Receive Session” menu.
In the “Add Receive Session” menu, you can search and checkmark the Receiving Sessions you would like to link to the Invoice.
Clicking “Add” will add the Receiving Session to the Invoice’s “Existing Receiving Sessions,” bringing you one step closer to fully reconciling the PO.
Now that we have the Invoice in Sellercloud and have received the inventory for the PO, we can manage the payments that are sent out to our Vendors.
Applying a payment to an Invoice is easy. Start by opening up the detailed page of the desired Invoice.
Go to the “Actions” button and select “Apply Payment” from the dropdown.
Put in the Amount Paid, Payment Date, select Payment Method, and then add a Reference Number if you like before clicking “Save” to apply for your payment.
You can view and manage outstanding Invoices and Payments that have been made using our “Manage Vendor Invoices” and “Manage Vendor Payments” pages in the Purchasing Module under the “Vendors” dropdown.