PO Invoices

How to add, edit, and delete PO Invoices in iMACS.

Overview

The PO Invoices functions apply to the Equipment and External Service classes only. It is a way to track invoices received for purchase orders issued to external suppliers. The PO Invoices tab defaults to a list of purchase orders that have been partially or fully received. Click on a PO number to view the invoices or non-invoiced items.

The top section shows summary information for the purchase order. The second section lists any invoices already entered for this purchase order. The third section lists any received items that have not been invoiced yet.

Adding an Invoice

To add an invoice, click the Add New button in the second section. Enter the invoice number, date, amount, and comments. Check off which items are listed on the invoice, and click the Save button.

Editing and Deleting Invoices

To edit an existing invoice, click the View button on the main screen. To edit the header information, click the Edit button. Click Save after all the information has been updated.

To delete an invoice, click the Delete button on the main screen.

Adding and Deleting Items

To add items to an existing invoice, click the View button on the main screen, then click the Add button. The pop-up window will display any items that haven't been invoiced. Check off the items you want to add to the invoice, and click Save.

To delete an item from an invoice, click the View button on the main screen, then click Delete next to the item to remove.