Quick Add - Supplier Invoice from within Job

1. Go to All Jobs.

2. Select the Job you want to add the Supplier Invoice to.

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Step 2: Open the Supplier Invoices section

1. Within the Job, select Supplier Invoices.

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Step 3: Add a new Supplier Invoice

1. Select Add.

2. Your list of existing Supplier Invoices assigned to the job will appear.

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Step 4: Select Quick Add

1. Select Quick Add to create a new Supplier Invoice for the job.

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Step 5: Assign a Supplier

1. Search for the Supplier.

2. Select the supplier from the list.

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Step 6: Complete the Supplier Invoice details

1. Enter the Supplier Invoice Number.

2. Set the Invoice Date and any other relevant dates.

3. Confirm the Job reference is correct (this is automatically assigned).

4. When finished, select Next.

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Step 7: Select the line item charge type

1. Choose the charge type for the supplier invoice line item.

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Step 8: Enter the invoice information

1. Add a Line Item Description.

2. Enter the Invoice Total.

3. Tick Create Actual Charges and set the Markup % if required.

4. Attach the supplier invoice by:

   • Dragging and dropping the file into Files for Supplier Invoice, or

   • Selecting Attach File(s) and uploading from your computer.

5. Select Save.

 💡 This supplier bill will now be included as an actual charge against this job, as seen in your Charges.