View and process purchase invoices

This list shows the purchase invoices of your active administration. You need access to the administration and an active Billnado licence.

Data and search

Column	Meaning
Invoice number	The invoice number stated by the supplier on the document.
Supplier	The supplier from whom you received the document.
Excl. VAT	The purchase value or correction excluding VAT.
Incl. tax	The full document amount, including VAT.
Date	The date of the supplier’s document.
Status	Shows whether the document is still a draft and the progress of payment or settlement.

Use the search text to find a document. You can sort by number, supplier, amounts and date. If there are multiple purchase journals, you can select one or view all journals. The total by the table follows your filters.

Status and filters

Use Draft, Outstanding and Paid to display the groups you need. Outstanding also includes partially paid documents.

Status	Meaning
Draft	The document has not yet been confirmed. Check its content before processing it.
Open	The document is confirmed but not yet paid or settled.
Partially paid	A payment is recorded, but an outstanding balance remains.
Paid	The full amount is recorded. A document with a zero total can also have this status.

Actions

Action	Effect
To look at	Opens the purchase invoice to check its data and processing.
View Document	Opens the document in a window for reading or downloading.
To delete	Deletes a draft invoice after double confirmation. This list action is not available for confirmed invoices.

Important: deletion is permanent and also removes the associated files and payment entries. Check beforehand whether the document and its recorded processing should be retained.

Upload new documents

Upload purchase invoices lets you select one or more PDF or XML files. These first go to delivered documents for checking and processing. With one file, the delivered document’s detail page opens; with multiple files, the overview opens. Uploading is therefore not the same as confirming the purchase invoice.

If the list is empty, check the search text, status filters and journal selection.

Related documentation

• Check and manage a purchase invoice