Invoicing

How to upload and process an invoice

1. Go to Purchasing → Add Accounts Payable.
2. The invoice form will open.
3. Fill in the invoice details
4. In the Invoice Document section, click Upload PDF Invoice.
5. Select the invoice file (PDF only, max. 5 MB).
6. Check the box to agree with data processing.
7. Click Send.
8. The invoice is submitted and added to the system.

Invoice list

You can find the invoice in Accounts Payables → Invoices. Each invoice has a status such as: Pending approval, Approved, Declined, Paid.

By clicking Details, you can see:

• the supplier,

• net amount and VAT,

• total payable amount,

• validation status

  From the invoice detail, you can:

  Approve the invoice, Decline it, Put it on Hold, or mark it as Paid once the payment has been completed.