A purchase invoice (PI), otherwise known as a bill, is an essential and standard document used by businesses. Organizations use purchase invoices to inform buyers of the amount they owe vendors in exchange for goods or services that were sold.
A purchase invoice (PI) typically includes the items the buyer had purchased, the number of items that were purchased, any discounts received, and the total amount owed to the vendor. Most purchase invoices will always include information as to when payment is due to be paid to the vendor.
On the Desk Mobile dashboard, tap on the Purchase Invoice icon under the Business Modules section to access the purchase invoicing module.
Fig. 1 Desk Mobile Dashboard Fig. 2 PI – Empty data
You will be prompted to create a new purchase invoice by tapping on + Create Purchase Invoice.
Otherwise, you will see the Purchases dashboard with all your existing purchase invoice records. Tapping on Create a New Purchase Invoice will direct you to a new Purchase Invoice form.
Fig. 3 PI – With transactional data
Start by adding a Vendor. If you haven’t added any vendors, you can type the vendor’s name, and it will be added to the list.
Fig. 5 Select Vendor
The Purchase Invoice Date is set to the current date, and the Due Date is 30 days from now as default options. You can change the respective dates by tapping on the field and selecting an appropriate time.
Fig. 6 PI Date and Due Date
Use the appropriate toggle setting for prices inclusive/exclusive of taxes.
Fig. 7 Product prices inclusive of Tax
Tap on Add Item and enter the details of the product. If you have added products in the past, the product list will be available for you to choose from. Else, you can add new products on the fly and add to the purchase invoice. You can choose to add existing items by scanning their barcodes / QR codes.
Tapping on Options will allow you to modify tax and discount settings for the product in the purchase invoice.
Fig. 8 Add Item to Purchase Invoice
Fig. 15 View all purchase invoices
In the next article: Learn How can I Make Payment against a Purchase Invoice?