Step-by-step guide5 steps

Create and validate a supplier invoice

Record a supplier invoice in Northwind Ledger and validate it so it is ready for payment. Takes about two minutes.

Before you start

You need the AP Clerk role.
Keep the supplier's invoice (PDF or paper) next to you.

Steps

1

Open Payables from the home page

On the home page, click the Payables tile.

Step 1

2

Click Create Invoice

On the Invoices page, click + Create Invoice at the top right.

Step 2

3

Select the Supplier

In Supplier, start typing the name and choose it from the list, for example Al Noor Trading.

Step 3

4

Enter the invoice details

Fill in Invoice number, Invoice date, Amount (SAR) (for example 12,500.00) and Payment terms (Net 30).

Step 4

5

Click Validate

Click Validate. A green message confirms the status is Validated and the invoice is ready for payment.

Step 5

Tips

If validation fails, check the amount and the supplier site.
Invoices above 50,000 SAR go to your manager for approval.