In this article, we take you through the steps in using the "Quick Add" feature to quickly add a supplier invoice to an existing Job's charges.
Step 1: Navigate to All Jobs and select your Job
Step 2: Select Supplier Invoices on Job flyout
Step 3: Select Add
Your list of existing supplier invoices assigned to your job will appear in the list. This Job has no supplier invoices.
Step 4: Select Quick Add
Step 5: Assign to a Supplier
Search for Supplier and select
Step 6: Complete Add Supplier Invoice form
Here you have the option to add a supplier invoice number and set the dates for the supplier invoice. The job is automatically assigned to supplier invoice and reference populated. When happy with everything select Next.
Step 7: Select the Line item charge type
Step 8: Enter in required information
Fill in the required information including a line item description and invoice total, and tick to create actual charges and set your markup %. Drag and drop your supplier invoice file under "Files for Supplier Invoice" or select Attach File(s) and select the files from your desktop. When happy select Save.