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Match Purchase Plus Invoices

Back Office - How To

This outlines How To Match Purchase Plus Invoices.

 

How To?      ▲ ▼

In the Import Invoices screen, do as follows:

  • Once invoices have been downloaded, they will be displayed in the Import Invoices screen.
  • Individually select and match (by selecting the Match option) each unmatched invoice. This is done via the Match Invoice screen.
  • Once the invoice has been loaded into the Match Invoice screen, select each of the unmatched items/products (identified by blank values displayed in the Product Code column), to open the Match Product screen and select a matching Swiftpos item/product.
  • Save or Save and Commit and Close the Match Invoice screen.
  • The invoice should now appear in the grid of the Import Invoices screen with the Matched checkbox selected.
  • Select the Open option to open and review the selected invoice (current row selected) in the Invoice/Receipt Goods screen.

       

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