Processing purchase invoices

Related Articles The pre-invoice process (receiving processing) is Inventory Record or Material acceptance . The order itself Ordering Workbench / Purchase Order Creation Editor .

What you can do on this screen

A purchase invoice is a document that records invoices from suppliers. Once confirmed, the accounts payable entry is automatically recorded and reflected in payment management.

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How to Create a Purchase Invoice

Method A: Create from the purchase order (recommended)

1. Confirmed Purchase Order Open, or Ordering Workbench Tracing directly from the ordered line
2. Click "Create ▾" → "Purchase Invoice"

Method B: Created from the arrival record

1. Confirmed Inventory Record or Material acceptance Open
2. Click "Create ▾" → "Purchase Invoice"

Method C: Create a new

1. In the search bar仕入請求書 type
2. Click "+ Add"

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Input Items

Header Information

Item Name	Description	Required
Supplier	Invoiced supplier	✅
Invoice Date	Invoice date from supplier	✅
Payment Due Date	Payment due date	-
Supplier Invoice Number	Supplier Invoice Number (for verification)	-

Item Table

If you create the form from a purchase order or incoming shipment, the item details will be automatically entered.

Item Name	Description
Item Code	Select from Item Master
Quantity	Invoiced Quantity
Unit Price	Purchase Price
Expense Account	Account titles to be recorded as expenses

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Confirmation and Reflection in Accounting

Clicking "Confirm" will take the following action:

• Recording Accounts Payable: Accounts Payable / Purchases journal entries will be automatically generated.
• Recorded as accounts payable: This will be reflected in payment management.

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Payment Records

The procedure for recording payments to suppliers is as follows:

1. Open the confirmed purchase invoice.
2. Click "Create ▾" → "Payment"
3. Enter the payment amount, payment date, and payment method.
4. "Save" → "Confirm"

Once the full payment is complete, the status will change to "Paid".

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Status of Purchase Invoices

Status	Meaning
Draft	In progress
Confirmed (Unpaid)	Invoice confirmed, payment pending
Partial Payment	Partial payment made
Paid	Full payment completed
Overdue	Payment due date has passed and is unpaid
Cancellation	Cancelled

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Next Steps

The record of the purchasing flow (request → approval → order → receipt → invoice → payment) is completed here.

A comprehensive overview:

• Company-wide purchase request status → Purchase Request Details (Company-wide List)
• The entire ordering process → Ordering Workbench
• Transaction status by supplier → Supplier management

Manuals for other roles:

• Manufacturing Manager: Creating a Bill of Materials (BOM)
• Accounting staff: Setting up account titles