How do I use the Invoice Received app ?

The invoice received application is accessed using the menu item:

Applications -> Invoice

The invoice screen is displayed:

The bottom half of the screen displays “Invoices Received”.

Adding a Supplier

An invoice received is assigned to a supplier, to see How do I Add a New Supplier ?

Press the “Received New Invoice” button to add a new invoice received into ZotaBooks.

To complete the entry of a New Invoice complete the following steps:

select a supplier from the drop down box at the top of the screen, if the supplier is not in the list then see How do I Add a New Supplier ?
enter the supplier details, name, address, payment days as per invoice

Then complete the invoice details and upload the invoice PDF by completing the following steps:

enter invoice title and invoice number
enter the invoice date
in the description outline the reason for the invoice received and any related details which support the rationale for the invoice received
enter the invoice amount including VAT, invoice amount excluding VAT and the VAT amount
enter the payment days or payment date
upload the invoice PDF

Press the “Save” button.