/
Enter a supplier invoice

Enter a supplier invoice

This guide has been reviewed against our global client base and classed as relevant to all regions

This article covers how to enter an invoice received from a supplier which is to be paid by a landlord or tenant

1. Locate the works order

From main menu:

  • Click Lettings/Rentals, click Supplier Invoices and select New Invoice

  • Beside Works Order, click Select

    Supplier invoice - select works order.png

  • A list of Completed works orders currently Not linked to invoice is displayed

    • Use the fields at the bottom to find the required works order, then double-click when found
      Use the works order reference (if available), or search by property

      List of works orders.png

Not all invoices will have works orders, such as council rates, water invoices, service charges or owners corporation fees

2. Complete remaining fields 

  • Complete all fields

    Supplier invoice completed.png

APAC customers only: if the company payment method has been set to BPAY (on the company record), a BPAY Ref field will be available (above Invoice Ref)

3. Review/update invoice status & save invoice

The next steps taken may differ due to specific business process/invoice type

From Status panel (bottom left):

  • Select Authorise by Property Manager or Post to Accounts

  • Click Save

If you need to add another invoice:

  • Click Save and add another (bottom right)

  • Select which fields to copy across to the new supplier invoice, click Accept

    Save and add another - select data to copy across.png

Related articles