PO invoice list
The PO Invoices page lists every delivered purchase order as an invoice, with what you owe in total, what you have paid and what is still pending.
Who uses it
Supplier staff with access to purchase orders. The summary cards are shown to admins only.
How it works
Summary cards (admin only) sit at the top and follow the filters below: Total, Paid and Pending Payment, each with an invoice count and an amount, such as "12 Invoices, $8,430.00".
Filters.
| Filter | What it does |
|---|---|
| Select Vendor | Only that vendor's invoices |
| Search | Matches the invoice number and the vendor |
| Payment status | Paid, Partially Paid, Unpaid or Void. Canceled is not offered |
| Delivery dates | Invoices whose purchase order was delivered in the range |
| Due dates | Invoices due in the range |
| Overdue | Invoices past their due date that are still Unpaid or Partially Paid |
Table. One row per invoice. Sort by one column at a time.
| Column | Shows |
|---|---|
| Invoice | The purchase order number, with the vendor under it |
| Invoice Total | The total after returns and discount |
| Order Status | The purchase order's status and when it reached it |
| Invoice Date | The invoice date |
| Due Date | When payment is due, from the invoice date plus the payment terms |
| Payment Status | A chip: Paid, Partially Paid, Unpaid or Void |
Each row has Print, which opens the PDF in a new tab, and View, which opens the invoice page. Clicking the row does the same as View.
Add Payment at the top opens the payment drawer to record a payment against any of the listed invoices. See Payment status & payments.
Where it shows up
Supplier app, PO Invoices.
Permissions
See the overview.
Known limitations
- Canceled purchase orders do not appear, because only Delivered ones are invoices.
- The Overdue filter replaces a Paid payment-status filter, since a paid invoice cannot be overdue.
FAQ
The cards don't match the rows I see. Both follow the same filters. Clear the vendor, date and status filters and they will agree.
Where is the Overdue badge? Use the Overdue filter. An invoice is overdue when its due date has passed and it is still Unpaid or Partially Paid.