Invoices

From the main Invoice screen, you can: a) access and edit previously entered invoices, b) add and edit vendor information, c) add a new invoice manually, d) upload an Excel or CSV invoice, or e) access reports associated with invoices.  

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Adding Invoices Manually

From the main Invoices screen, select "New Invoice"

1) Enter invoice number and date, received date, and select the Vendor.

2) Populate the invoice with products from the vendor by typing the name or item code into the "Add Product" box. 

3) Enter the amount you received for each item under the "Quantity" columns. Remember to input the pack and/or unit amounts. The cost will default to your last purchased price for the item but you can change it on this screen.

4) If you want to add sales tax, freight, or a note, click the "Show Details" button.

5) When you are done, click "Save and Close" to exit or "Save and New" to enter a new invoice. You can select "Save" at any point during the process to save your work and keep working on the invoice. 

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Uploading Invoices

1) From the main invoice screen, select "Upload"

2) On the following screen, you will:

A- choose your vendor (or enter a new one)

B- choose a template to use (based on your vendor layout or the reciProfity standard layout). Please see this link for information on the different layouts. 

C- then select the file to import.

If your invoice does not match one of our vendor templates or reciProfity standard template, choose "Import your own custom Excel or CSV file" from the list.

3) On the following screen, you can preview your invoice. If you used a template, this will be the next screen you see. You can make any changes you need to make, ensure everything looks ok, and select "Import Invoice".

If you selected "Import your own custom Excel or CSV file", on the following screen you will need to map your spreadsheet. You will select the columns from your spreadsheet that matches the reciProfity name. Then you will select "Upload Invoice". The following screen will show the preview (see screenshot above).