Brief Description:
In this section we will explain how to create PO based invoices by uploading a PDF copy of the invoice.
Steps Involved:
- Navigate to PO INVOICES option listed on the left-hand side menu. Choose UPLOAD/VIEW option.
- Now drag and drop OR upload the PDF copy of the invoice in below area.
2. Click Upload once the PDF copy of the invoice is uploaded.
3. Once the invoice is uploaded, it appears in “Uploaded Documents” tab right below with the status IMPORTING.
4. Once the Invoice data is extracted, the status changes to “To Validate”. Now click on the VALIDATE INVOCIE button as shown below.
5. The invoice will open. System will ask to review and confirm the PO number that was extracted from the invoice PDF. To review the PO, click FETCH PURCHASE ORDER.
6. If the PO is correct (i.e. the invoice belongs to this PO), click NEXT.
7. Now review the invoice data that was extracted from the invoice including line item description, Qty, unit price and payment terms and match the correct line item of the Purchase Order with the Invoice line item. This way we make sure the mapping is correct as per the PO.
8. When the invoice is matched and all data is accurate, please click UPDATE INVOICE.
9. Now review the final invoice that will be submitted and click GENERATE INVOICE. That’s all.