Adding Additional Invoices for freight, tax and customs charges while Approving a Payable Invoice

When approving an invoice in your Payables (ERP) system, you can add additional invoices for freight, tax and customs charges.

Overview

Add Additional Invoice

Overview

When you are approving an invoice, you may have additional charges for freight, tax or customs that you would like to record. Adding these as an additional invoice allows you to then approve and pay them.

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Add Additional Invoice

• From the Payables > Approve Payable Invoice menu:

On the Purchase order tab:

• Select the Purchase order you are approving.
• Tick the Invoice you want to select.
• Click the Additional Invoices tab.

In the Additional Invoices screen: Enter details for:

• Invoice date.
• Due date.
• Invoice number.
• Supplier:  This is NOT the supplier of the goods, it is for the Supplier of these additional charges, e.g. Customs Department, for customs charges. This Supplier must already be set up as a Payable account.)
• Notes (internal): These are so you can make notes for your reference. These will appear later under Payables>Payable Invoices. When you click into the relevant invoice, you will see the note there. You can also go to the Payable Account's 'transactions' tab and click into the invoice to see it there. From that tab, you can also edit the reference if required.
• Amounts: Enter details as required for Inward freight excl, Inward freight tax or Customs tax amount.

• Click Add additional invoice.

The new invoice will display below.

• Enter any further invoices that relate to this Purchase order as required, e.g. for freight.

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