Purchase Invoice — Edit

Purchase Invoices allow you to record supplier invoices in Manager.io. This guide explains how to use the "Edit" purchase invoice form fields effectively.

Field Descriptions

Issue Date

Enter the date the supplier issued the invoice.

Due Date

Enter the date by which payment is due to your supplier.

Reference

Enter the reference number from the supplier's invoice.

Supplier

Select the supplier who provided this invoice. This field is linked directly to the Suppliers created in the Suppliers tab.

Purchase Quote

Select the associated Purchase Quote, if applicable. Purchase Quotes can be created through the Purchase Quotes tab.

Purchase Order

If the invoice relates to a previously created order, select the relevant Purchase Order. Purchase Orders can be created through the Purchase Orders tab.

Exchange Rate

If your selected supplier is designated in a foreign currency, enter the appropriate exchange rate.

Description (Optional)

Enter an overall description of the purchase invoice.

Invoice Lines Section

In this section, enter line items on your invoice. Each line supports the following fields:

Item

You can select either Inventory Items or Non-inventory Items. You may also leave this field blank.

Account

This field will auto-fill if you've chosen an inventory or non-inventory Item. If not, choose an appropriate account from your Chart of Accounts.

For example, if recording an expense payment—such as electricity—choose the Electricity Expense account.

Alternatively, to categorize asset purchases, select "Fixed assets, at cost," and choose the specific fixed asset.

Description

Enter individual line descriptions. This column appears only if the "Column — Description" option is enabled.

Additional Options

• Column — Line number: Enable line numbering.
• Column — Description: Enable description entry for lines.
• Column — Discount: Allow recording discounts per line item.
• Amounts are tax inclusive: Enables tax-inclusive amounts when using tax codes.
• Withholding tax: Enable to withhold tax from payments made to suppliers.
• Hide — Balance due: Removes the balance due from the printed invoice.
• Show tax amount column: Displays individual line tax amounts separately.
• Also acts as goods receipt: Marks the invoice as both an invoice and goods receipt if inventory items are delivered simultaneously.
• Footers: Enables display of a custom footer on printed invoices.
• Closed invoice: Archives and excludes the invoice from dropdown lists, ideal after the invoice has been settled.

Use these guidelines to effectively complete or revise any Purchase Invoice within Manager.io.