Purchase Invoices allows you to easily view and manage the details of your invoices. This guide will walk you through the process of opening an invoice, navigating the invoice display, and accessing important information and performing actions on that invoice.
Opening the details
Go to Purchase Invoices.
Hover over the invoice you want to view, then click on the view details icon.
Double-clicking an invoice also opens its details.
Viewing the invoice
By default, the invoice will be displayed as a PDF preview. From the display menu, you can:
Navigate between invoice pages.
Zoom in and out.
Activate this option to turn the pointer of your mouse into a magnifying glass.
Open the PDF in a new tab.
Turn on or off the PDF preview. When turned off, you'll still see the important invoice details.
Accessing invoice information and actions
In addition to the PDF preview, the invoice details page provides access to key information and actions:
Edit the supplier's details.
Pay, mark the invoice as paid/refused, approve, attach documents, add comments, download, or print.
Check the invoice status (unpaid, partially paid, or paid).
View the invoice history of activities.
View the linked documents.
View the attached documents.
Linked and attached documents can be downloaded, previewed in a new tab, or deleted.
FAQ
Can I edit the invoice details?
While you can edit the supplier's details, the invoice content itself cannot be modified. If you need to make changes to the invoice, you'll need to contact the supplier and request a revised invoice.
What's the difference between linked and attached documents?
Linked documents are other documents related to the invoice but stored elsewhere, such as contracts or purchase orders. Attached documents are files directly attached to the invoice, like additional supporting documentation.
What information can I see in the activities?
The activities section on the invoice details page provides a comprehensive log of all actions taken on the invoice. For each activity, you can see:
The type of action (e.g., invoice uploaded, invoice received, payment recorded, marked as paid, approved, document attached, etc.)
The user who performed the action.
The date and time the action was performed.
Additional details about the action (e.g., payment amount, attachment name).
This allows you to have a clear audit trail and easily track the progress of an invoice from creation to payment.