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Home > Suppliers > How to process a supplier invoice and payment
How to process a supplier invoice and payment
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There is going to be 2 parts to this, firstly we will need to create/enter in the supplier invoice of what they are charging you. Once this is done, we will record/process the payment you'll be making towards this invoice.

 

Part 1 - Enter Supplier Invoice

1. Click on the ‘+’ symbol located to the right of the main search bar in Workshop Software, next to your company logo and from the drop down list select 'Supplier Invoice'.

 

 

2. Enter the name of the supplier into the top field, double click on their details to proceed, if they are a new supplier click on the '+' icon to create a new supplier.

 

 

3. Enter the invoice details;

  •          Reference: Supplier invoice/reference number
  •          Post Date: Invoice date
  •          Invoice type: Invoice
  •          Price includes tax: toggle this yes or no
  •          Payment Terms: select what payment terms you have with your supplier
  •          Enter in the products on the invoice

 

 

 

Please note:  If the supplier invoice is for an order already created you can click on the star icon, select the correct purchase order and the products will automatically populate.

 

4. If you have completed the invoice then click on ‘Process’ at the bottom right of the page or if you want to come back to it at a later date and add too it then click ‘Save’, also at the bottom right of the page.

 

 

Part 2 - Making/Recording a Supplier Payment

1. Click on the ‘+’ symbol at the top right of the page, next to your company logo from the drop down list select 'Supplier Payment':

 

 

2. Enter the name of the supplier into the top field, double click on their details to proceed.

 

 

3. Enter in payment details;

  •          Post Date enter in payment date
  •          Click on the search icon to bring up a list of unpaid invoices for supplier

 

 

4. Highlight the invoice you want to pay and click on ‘Select’

 

 

5. If you have completed the payment then click on ‘Process’ at the bottom right of the page or if you want to come back to it at a later date then click ‘Save’, also at the bottom right of the page.

 

 

 

 

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