Learn about the different ways to create an Invoice in PurchasePlus.
PurchasePlus users can create a new Invoice in order to have a digital, programmatic record of an Invoice received from a Supplier that can then be matched to a Purchase Order, reconciled, approved, and exported to an external accounting system.
There are three options for creating an Invoice in the User Interface of PurchasePlus: manually creating the Invoice and all of its Lines, using our PDF Scanning AI feature, or using a Purchase Order or Goods Receiving Note as the basis of the Invoice. This article is primarily about these three options.
Finally, your Suppliers can send an Invoice directly to PurchasePlus, so our software can scan that Invoice into the system, and automatically create (and potentially process) the Invoice from the PDF without users at your organisation taking any action at all. This is an optional feature called the Paperless Invoicing module, and must be enabled in your account by PurchasePlus. Please get in contact with us if you would like this module enabled.
How to Create a New Invoice
Select [Invoices] → [New Invoice] from the side navigation bar. You will only see this option if you have the appropriate permission (which is called 'Manage Invoices and Credit Notes'). If you do not see this option, please speak with an Administrator at your Organization and ask to have this permission enabled.
You will be presented with three options for creating your new Invoice:
Option 1: Manually Create Invoice
Complete all the applicable fields for the New Invoice and click [Create Invoice]. You can modify the Invoice Tax and Invoice Totals after the Invoice has been created.
Adding Invoice Lines
Once the Invoice is created, you will arrive in the Invoice and find that it will initially contain zero line items. Click [Add Invoice Line] to add one or more Invoice Lines to your Invoice.
'Adding an Invoice Line' means adding a Product, Quantity, Unit Price and Tax % to the invoice. For each Invoice Line:
a. You can [Search by Name or Brand],
b. Use [Advanced Product Search], or
c. [Create a New Product] if needed.
We recommend using Advanced Product Search to ensure you are adding the correct product to your Invoice.
Complete the Invoice line item fields, then click [Add Invoice Line].
Invoice Lines can have Sub-Lines, which are powerful methods to relate and communicate additional data regarding an Invoice Line. For more information about Sub-Lines, please see our article: Update Invoice Lines using Advanced Mode.
Option 2: Drag and Drop PDF Invoice
This option uses our new AI Scanning feature. Simply drop the PDF in the upload field:
And the supplied PDF will be scanned using our new AI technology and then created in PurchasePlus as an Invoice.
Certain Invoice header details will be detected and pre-filled by our AI Scanner, like:
- Supplier (if a match is found),
- PO Number (if a PO Number is available),
- Department and Account Code (if applicable).
Similarly, our AI Scanner will detect and pre-fill certain Invoice Line-level details, like:
- Product (if a match is found in our database), and
- Category and Sub-Category of each new product on each Invoice Line (if available).
The Invoice scan must be checked by a PurchasePlus user at your Organisation, prior to it being officially created as a regular Invoice. Please consider this feature as experimental, as our team will be improving this feature in upcoming deployments.
Option 3: Create from Document
Select a Purchase Order or Goods Receiving Note in the drop-down fields:
And the Invoice will be generated from the information on the selected Purchase Order or Goods Receiving Note. Once again, the result must be checked by a PurchasePlus user at your Organisation, prior to it being officially created as a regular Invoice.
Match Invoice to Purchase Order
1. If applicable, you will need to match a Purchase Order to your Invoice. Click [Find and Match] Purchase Order, to match the Invoice to the appropriate Purchase Order.
2. Select [Match] the correct Purchase Order, then click [Apply Match].
Please see our Match a Purchase Order to an Invoice article to learn more about matching Invoices and Purchase Orders.
Review Invoice Flags
Depending on how your Organization has been configured, Flags may be raised on the Invoice (or on each Invoice line), and these may be required to be resolved before the Invoice can progress to the Reconciled state and be eligible for Export. For example, there may be an unacceptable discrepancy between the Unit Price on the Invoice and the corresponding line on the matched Purchase Order.
After addressing all the Flags on the Invoice, you will be able to choose whether to mark the Invoice as Reconciled or Flagged. If you have the option to mark the Invoice as Flagged, it will need to undergo a review and approval process by another user within your Organization in order to progress to the Reconciled state. On the other hand, if you have the option to mark the Invoice as Reconciled, it means that you have successfully addressed all the Flags and you are able to progress the Invoice directly to the Reconciled state.
Once in a Reconciled state, yourself or another user from your Organization can decide that the Invoice is ready to be Exported to your external accounting platform.
See our Approve an Invoice article to learn more about reviewing and approving flagged Invoices.