Service Provider completes invoice for Supplier

If the Supplier does not have access to the system for whatever reason, the Service Provider can complete the invoice for them.

1. On the Invoicing tab, click the 'Not received' link in the Supplier Invoices section.
   

    If Invoice Number not showing...

   If you see this message:

   

   it means you haven't clicked the Job Completed button on the Supplier PO tab. You can click that button or click the message. Clicking either will result in this warning message:
   
   

   • Click the Yes button.
     The Rate Supplier box will display.
     
   • Set the Quality, Schedule and Budget star ratings by clicking the stars, and add Comments as desired.

   
   

   The ratings and comments are only visible to Service Provider administrators. Their purpose is to allow Service Providers to keep a record of Supplier quality to help guide their selection of Suppliers on future projects.

   The Supplier Invoice page displays.
   
   

2. Complete the invoice and click the Receive Invoice button.
   Supplier Invoice - Fields and Buttons below provides guidance on how to complete the invoice.
   
   

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   Supplier Invoice - Fields and Buttons

    Click here to expand...

   
   

   Field	Description
   Invoice Number	Enter the invoice number.
   Invoice Date	Select the invoice date.
   Notes	Enter any text you want to be added to the Supplier invoice, for example, concerning problems with the delivery or instructions.
   Terms	The deadline for the Supplier to provide the invoice. Usually 30 or 60 days.
   Net	Enter the cost before tax.
   Tax	Enter the tax amount.
   Attachments	Attach files to the invoice as required.

   
   

   Button	Description
   	Save the invoice.  This is useful if you want to enter some data, but not receive the invoice immediately.
   	Download the invoice data as a comma separated value file.  The file can be managed using Microsoft Excel or other spreadsheet programs.
   	This allows you to combine multiple line items in a single Customer invoice. The Tax Code must be set to add a line item. Click Add Line Items. Select the items from the list. Click Add selected. The line items will be added to the invoice.
   	Create a credit note for the Customer. For more information see Creating a Customer Credit Note.
   	This 'receives' the invoice, as if the Supplier had sent it.  The invoice will now be available in Financials > Supplier Invoices.