Creating Supplier Invoices

Creating Supplier Invoices

Supplier invoices can be created either without a Purchase Order (PO) or from an existing PO. JobBag streamlines the process to ensure accurate data entry and linkage to jobs and suppliers.

Create Supplier Invoice – No POs

Supplier invoices can be created without POs however all of the required fields will need to be filled entered. Supplier Name, Invoice number, Job numbers and kinds

Option 1: From the Supplier Invoice Tab in Jobs Window

1. Find the job
2. Select "New"
3. Select Supplier Invoice and Supplier Invoice number
4. Tab through the fields and enter the required information
5. Ensure the totals in the footer match the totals in the header

2. Navigate to the Supplier invoice tab

Option 2: From Costings – Supplier Invoice Menu

1. Navigate to: Costing > Supplier Invoices
2. Select "New"
3. Select Supplier Invoice and Supplier Invoice number
4. Tab through the fields and enter the required information
5. Ensure the totals in the footer match the totals in the header

Create Supplier Invoice from a PO

Creating a supplier invoice from a PO pre-fills job number, supplier information, and kind code, saving time and reducing errors.

Option 1: From the Purchase Order Tab in Jobs Window

1. Open the job
2. Navigate to the Purchase Order tab
3. Find the relevant PO
4. Click Create Supplier Invoice

Option 2: From Costings – Purchase Orders Menu

1. Navigate to: Costing > Purchase Orders > All Outstanding Purchase Orders

   Locate the PO the invoice refers to

   • Use search filters or enter the PO number
2. Right-click the PO and select Create Supplier Invoice

JobBag will automatically fill in job number, supplier, and kind code fields for the invoice

Using a PO-linked supplier invoice ensures that all invoices are correctly matched to the corresponding job and supplier, reducing manual errors and improving reporting accuracy.