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Purchase Invoices

Mythradon Purchase Invoices can be used to track and manage invoices that you have received from your suppliers. This is useful for managing and tracking expenses and payments.

To create a Purchase Invoice:

  • Select Purchase Invoices from the Menu Button. This will display a comprehensive list of all the invoices associated with your account.
  • Click the Create Purchase Invoice button.
  • Edit the fields as required
  • Add the necessary line items
  • Click the Save button to commit the changes

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Purchase Invoice Fields

Field Description
Number Auto generated internal Purchase Invoice Number
Currency The currency used for the Purchase Invoice. By default this is set to 'AUD'. This can be changed in the Entity Manager.
Status Status of the Purchase Invoice. Valid options are:
  • Draft
  • Unpaid
  • Paid
  • Cancelled
      • .
Category Tax category for the complete Purchase Invoice. Standard values are:
  • Capital
  • Non Capital
  • Superannuation
  • Tax
  • Wages.
      • Additional Category values can be added using the Entity Manager.
Invoice Date The date of the Invoice was received from the supplier.
Due Date The date then invoice is expected to be paid. By default this is calculated as '+7 days' from the current date. This can be changed in the Entity Manager.
Total Calculated At Date/time stamp when the total of the Purchase Invoice was last calculated. This field is readonly.
Tax Status Taxation status for the Purchase Invoice. Valid options are:
  • Taxed
  • Tax Free
      • .
Amount Paid Total of the amount paid on the Purchase Invoice.
Amount Due Total amount that has not been paid off the Purchase Invoice.
Total Ex Tax Total of the Purchase Invoice product and services exclusive of taxes.
Tax Total tax amount payable on the Purchase Invoice product and services.
Total Total amount of the Purchase Invoice inclusive of taxes.
Summary Summary description for the Purchase Invoice.
Description General description that can be added to the Purchase Invoice.
Account Related Account.
Contact Related Contact.
Assigned User Related User that is the owner of the record.
Teams Related Teams that have visibility to the record.
Attachments Related documents such as the purchase invoice as provided by the supplier.

Purchase Invoices consist of one or more Line Items. Each Line Item references a specific quantity of a specific Product or Service and the costs of these Products and Services.

Unlike Sales Invoices, Purcahse Invoices only support Custom Line Items. You can not select a Product Line Item.

Click here to learn more about Line Items.

The default status for Purchase Invoices is Draft. Line items can be added, edited and removed while the Purchase Invoice remains in this status. Changing the status Purchase Invoice is a manual process. Click the 'Edit' button and update the status as appropriate. Click here to learn more about Line Items.

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Users can print Purchase Invoices to PDF file anytime after an invoice record is created. There are two ways to print invoices to PDF:

  • In Purchase Invoice List View, select one or more records then click Actions | Print to PDF.
  • In Details View of a Purchase Invoice, click the meatball icon next to Edit button and select Print to PDF.

In order to print, users need to create an appropriate pdf template in advance and assign the template to use for Invoices. Click here to learn more about PDF Templates.

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Create Payments

Users can create payments against Purchase Invoices in the status of Unpaid or Partly Paid. If the payment amount is smaller than the invoice total, the status will be updated to Partly Paid. If the payment is equal to the invoice outstanding amount, the status will be updated to Paid.

Click here to learn more about Payment.

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See also

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