Generating Invoice

What is an Invoice?

An Invoice is a document sent to a buyer that specifies the amount and cost of products or services provided by a seller. An Invoice indicates what must be paid by the buyer according to the payment terms of the seller.

To generate Invoice:

1. Select Procurement > User > Manage Request > Generate Invoice. The GENERATE INVOICE page is displayed.
2. On the ACTIONS panel of the GENERATE INVOICE page, click Filters. The FILTERS pop-up page is displayed.
3. Specify the filter criteria and click SUBMIT. The LIST section displays the list of the PRs (Purchase Request) or POs (Purchase Order).
   
   
   Figure: GENERATE INVOICE page
   

4. Click on a PR or PO code to generate an invoice for it. The PR or PO details are displayed.

   Note:

   You can also generate an invoice on the PURCHASE ORDER LIST page (Procurement > User > Manage Request > Purchase Order List).

   1. On the PURCHASE ORDER LIST page, select the Purchase Order Code with approved status and click GENERATE INVOICE. The GENERATE INVOICE page is displayed.
   2. Follow the below mentioned instructions.

   
   
   Figure: GENERATE INVOICE page
   
   

5. Click SUBMIT INVOICE.

6. On the SUBMIT INVOICE section, specify all the required details. For more details, see ACTIONS.

7. Click SUBMIT.

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the GENERATE INVOICE page.

Filters

Click Filters to specify the filter criteria and click SUBMIT to view the list of PRs or POs.


Figure: FILTERS pop-up page

VIEW APPROVERS

Click VIEW APPROVERS to view the list of approvers.


Figure: VIEW APPROVERS section

PRINT

Click PRINT to print the page.

EXPORT TO EXCEL

Click EXPORT TO EXCEL to export the records displayed on this page to a Microsoft Excel sheet.

SUBMIT INVOICE

On the SUBMIT INVOICE section, specify the below mentioned details and click SUBMIT to send the Invoice for approval.

• Invoice Amount
  Specify the amount for this Invoice.

• Remarks
  Provide your remarks.

• Is Original Bill Submitted
  Click Yes if the original bill is submitted. And, No, if the original bill is not submitted.

• Attachment
  Attach, if there is any copy to provide.
  
  
  Figure: SUBMIT INVOICE pop-up page

SHOW LIST

Click SHOW LIST to view the list of Purchase Orders.