Manually Mark an Invoice as Processed

In this section we will show you how to push an Invoice to a 'Processed' state in Purchase Plus after paying it directly into your AP system

In the example below, we want to mark the invoice as processed, without processing the invoice via Purchase Plus

 

1. In a spreadsheet, in Column A, insert a column header 'Invoice Number' and in Column B 'Supplier Code' 

2. In column A, input the invoice number you want to push to a 'Processed' state.

3. In column B, input the Supplier's Vendor ID from your accounts payable system.

4. Save this file in .CSV format.

Note: If the invoice number or the Supplier Number starts with 0, you will need to change the cell format to "text" to maintain these 0s.

 

5. In Purchase Plus, go to [Settings] [Accounts Payable] [View]

6. In the [Invoice Paid files] tab, click the green [+ Invoice Paid Files] button. 

 

7. Browse for the file you just created and click [Save]

 

8. The import will show as 'processing.' Wait a few seconds before refreshing your browser page. The import will then show as 'complete.' If there have been any import errors, these will show in the [Messages] column.

 

9. Your Invoice has now been changed to processed without processing it through Purchase Plus.

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