In the Invoices screen you will see all active invoices that have been entered into Percent POS. These invoices can either be added manually by using the + (Add) button, or generated by the Purchase Order. 

You will see the following options on the Invoices screen: 

• Add - will allow you add an invoice manually into the Invoices menu 

• Edit - will allow you to edit / view an existing invoice that you generated manually or was generated from the purchase order 

• DSD (Direct Store Delivery) - option will allow you to create an Invoice and PO in one shot. Common for most vendors to take the purchase order and the payment at the time of delivery. 

• Filter - will allow you to search for invoices containing a specific item 

To View an invoice that was already generated

• Select the invoice from the Active Invoices 

• Press Edit from the bottom of the Invoices Screen 

• You can enter Vendor Invoice # and select Due Date 

• You can also enter Notes for this invoice, validate Items and make adjustments to the Invoice total 

To Add a New Invoice 

• Select the + (Add) from the bottom of the invoices screen 

• You will be redirected into the Invoice screen to input the following: 

  • Vendor - select from the drop down the active vendor that you are being invoiced from 

  • Vendor Invoice # - enter as a reference the invoice number from your vendor that corresponds to this order 

  • Due Date - the date that this invoice will be paid 

  • Purchase Order # - this will appear if there is a corresponding purchase order to your invoice. 

    • NOTE- adding an invoice manually will not attach a Purchase Order number automatically to your invoice 

  • Notes - you can input notes for the corresponding invoice

On the right side you will also see the following: 

• Subtotal - the subtotal of items ordered in your invoice 

• Adjust - any discounts or price/invoice adjustments made by your vendor for this invoice 

• Total - the total amount that you will be paying your vendor for items in this invoice