Manage PO Settlements

Purchase Settlements include invoice and payments of the purchase items.

note

The Settlements tab is visible only when the PO is ordered.

Manage Invoice

The Invoices tab enables you to view, add, edit, and delete the required invoices. To add an invoice,

1. Click the Add Invoice button and a popup appears.
2. Enter the following details:
   • Invoice Number: Enter the invoice number.
   • Bill Date: Select the bill date.
   • Invoice Amount: Enter the amount of the invoice.
   • Due Date: Select the due date of the invoice.
   • Comments: Enter the comments or notes in the invoice.
   • Attachment: Attach the documents if required.

3. Once done, click Add and confirmation message appears. Also the added invoice appears in the list as shown below.

Manage Payments

The Payments tab enables you to view, add, edit, and delete the required payment entries. To add payment,

1. Click the Add Payment button and a popup appears.
2. Enter the following details:
   • Payment Date: Select the date on which the payment is made.
   • Payment Amount: Enter the amount of payment.
   • Comments: Enter the comments or notes for the payment.
   • Attachment: Attach the documents if required.

3. Click Add and a confirmation message appears. Also, the payment entry appears in the list as shown below.