Adding a Supplier Invoice (Landlord Version)

Adding a Supplier Invoice (Landlord Version)

Go to the ‘Suppliers’ module and click on ‘Supplier Invoices’ (tab on the bottom left) and then click on ‘New Invoice’

 

A new window will appear. Click on the ‘Box’ on the right hand side of ‘Supplier’ and a new window will open for you to choose a supplier

 



From the list select a supplier by clicking on the line once to highlight in blue and click ‘Select Contact’
 

 





 


‘Invoice Type’ – Keep as invoice

‘Invoice Date’ – Keep at today’s date or you can type over and choose any date

‘Invoice Ref’ – Type in relevant ref.

 Now click ‘Add Item’



 This brings up the ‘Invoice Item’ window

 


‘Date’ – Keep at the same date you chose previously

‘Type’ – Keep as invoice – if it is ‘an office transaction’ then put a tick in this box


(If you tick this box, it will prefix the property with ‘Office Transaction’ and will not choose a property)


 

If it is charged to the ‘Tenant’




 


Choose the ‘Property’ from the drop down list

 

You can use the split button to split the cost between Properties of your choice.




 


‘Details’ – enter a brief description of job

(If you click on ‘Job’ you can attach a ‘Work Order’)

 

‘Charge to’ – if you select ‘Tenant’ it will auto select the ‘Tenant’ to the right

 

A second box will appear for if you ‘Mark Up’ to the tenant




 











Supplier Details

Nominal – ‘5000’range

Net – Value of the Invoice

Vat – ‘1’ VAT Applicable – ‘9’ non VAT Applicable

Gross – It will work out from the net

Discount – If this supplier gives you a discount enter it here


Tenant Details

Nominal – ‘4000’range

Net – Value with mark up

Vat – ‘1’ VAT able – ‘9’ non VAT able

Gross – will work out from the net


Click ‘Save Changes’

 

You can add more than one item on each supplier invoice. Each item can relate to a different property, just keep repeating the procedure

After you have completed the invoice click ‘Update’




 


 



Click

This will update your Sage financials.

The new supplier invoice will appear on the list with green dot against it (which suggests invoice was updated to Sage; grey dot suggests invoice wasn’t updated to Sage).


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