ENTER SUPPLIER INVOICE SI - FAQ - XERO part (UPDATED FEB 2016)
FAQ
What if invoice has multiple lines do we use multiple lines in xero?
Answer : If supplier invoice has multiple lines - Xero needs to have multiple line....one line for each part
If supplier has added freight as extra line cost in XERO we add this as extra line cost in xero
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How do i enter paid suppliers in Xero? i.e we have already paid by cheque
Firstly you will know that invoice is already paid as you will see the PAID STAMP ON THE INVOICE
Enter invoice the usual
process, but also fill in payment details on bottom of entry screen
Make payment on the lower part in Xero after hitting approved.
AMOUNT PAID - is total payment amount for THAT item
DATE PAID - is the date payment was made , if unsure select invoice date
PAID FROM - Select cheque account from drop down list
REFERENCE - This is the cheque number NOT the P.O number
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What if supplier doesnt exist in XERO
see link to guide below - note be very careful when adding in suppliers ( xero contacts ) as they need to be coded correctly
LINK TO ARTICLE RE ADDING CONTACTS
---------------------------------------------------------------------------------------------------How do we know the due date for invoices.(XERO)
Each supplier has a due date coded in , if supplier is new ensure this is done correctly when adding in that supplier or contact---------------------------------------------------------------------------------------------------
WHEN I ENTER IN SUPPLIERS INVOICE I GET THIS MESSAGE TO ALLOCATE CREDIT ?
When enter in invoices select skip if you get this message ( we do this allocate as separate task)
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