📝Orders & Invoicing Fundamentals Part 4: Creating Invoices from Scratch

Create invoices manually when receiving stock without a prior order in the system, or for non-hosted suppliers. Invoices record incoming stock deliveries and update your inventory levels.

Before You Start

Navigate to the Inventory tab in Convenience and select Orders/Invoicing Entry. Have your supplier's physical invoice ready with the invoice number, date, and total.

Setting Up the Invoice

In the Orders/Invoicing Entry window, click Add

Select Invoice from the Document Type field

Change the supplier if needed

Click Ok

1. Enter the Invoice Date from your supplier's invoice
2. Enter the Invoice No. from your supplier's invoice
3. Enter the Invoice Total:

• If GST is included in the total: Enter the total in Invoice total and GST amount in GST Included
• If GST is separate: Enter the total in Invoice total and GST in Total Tax (this adds to the invoice total)

Click Edit

Adding Invoice Items

When creating an invoice from scratch, you can add items manually, load from a non-wireless PDE, or import an existing order from an exported file. Adding items with your Convenience PDE is not yet available for invoices created from scratch—but you can use it to create an order and convert that order to an invoice.

The process for adding items to an invoice is the same as adding items to an order. For detailed step-by-step instructions on each method, refer to:

👉📦 Orders and Invoicing Fundamentals Part 2: Creating and adding to an Order

Once all items are added with the correct quantities received, you're ready to update the invoice.

Next Steps

You've mastered creating invoices from scratch! To complete the Orders & Invoicing Essentials series:

👉📥Orders & Invoicing Fundamentals Part 5: Importing Electronic Invoices

👉🔄Orders & Invoicing Fundamentals Part 6: Converting Orders to Invoices