How to add a Tax Invoice to an approved Purchase Order

How to add a Tax Invoice to an approved Purchase Order

Navigating to Approved Purchase Orders

  1. Choose the Procure option from the Navigation bar and select the Purchase Order from the drop-down menu.
  2. Choose Approved tab within Purchase Orders tab.
  3. Click on the required Purchase Order.


Adding a Tax Invoice to an Approved Purchase Order 

For a user to add a Tax Invoice to an approved PO, the user should be assigned the role of a PO Invoice Initiator.

  1. Click on the Add Document button.
  2. Choose Inward Invoice option from the drop-down menu.


  1. Fill-in details such as Invoice Number, Invoice Date, Payment Terms and Due Date.
  2. Apply Credit and Adjust Advances (if any).
  3. Upload the Tax Invoice document in the Attachments.
  4. Click on the Save and Submit button to submit the document.


  1. Upon successful submission of the Tax Invoice, a pop-up stating Successfully Submitted Invoice will be displayed on the top right of the screen.



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