This guide walks you through the steps to invoice an existing supplier order in Workshop Software. This is a common task when managing your day-to-day invoicing and job card workflow.
This guide walks you through the process of creating a supplier invoice for an EXISTING stock order. If you do not follow these steps your stock order will not be marked as received. 1. Create a stock order by following this guide: https://staging.workshopsoftware.com/knowledge-base/suppliers/process-a-supplier-stock-order/ 2. Press the plus button on the top right and select ‘Supplier Invoice’:
3. Select your supplier.
4. Press the star button on the right hand side and then ‘Add items from order’:
5. Select the stock order that you have received and press ‘Select’:
6. This will add all items on this order to your invoice:
7. If you have only received some parts you can take the ones that didn’t come off by pressing the bin symbol next to those parts. However, if you do not process the invoice with all parts the order will still be marked as ‘On Order’ until you process a new invoice for the remaining parts.
8. Press Process. If you have included all items from your stock order, this order will now be set to ‘Received’.
Good to Know
- Double-check the details on your invoice before finalising to ensure accuracy for your customer and your records.
Frequently Asked Questions
Can I undo this change to the invoice?
You can update the invoice again by following the same steps. If the invoice has already been finalised or synced to your accounting system, contact your administrator about the best approach.
Will this affect existing supplier invoices or purchase orders?
Changes to supplier details apply going forward. Existing supplier invoices and purchase orders retain the information that was recorded at the time they were created.