Purchase Invoice for Services

1. Set Up Supplier

1. Navigate to Suppliers:

   • Go to Buying > Supplier .

2. Create New Supplier (if not already created):

   • Click on New .
   • Enter the supplier's details (name, contact information, address).
   • Save the supplier record.

2. Create a Service Item

1. Navigate to Item Master:

   • Go to Stock > Item .

2. Create New Item:

   • Click on New .
   • Enter the item code and name.
   • Under the Item Group field, select or create a group for services.
   • Set the Item Type to Service .
   • Fill in other relevant details, such as unit of measure and description.
   • Save the item record.

3. Create a Purchase Invoice

1. Navigate to Purchase Invoice:

   • Go to Buying > Purchase Invoice .

2. Start a New Invoice:

   • Click on New .

3. Enter Basic Information:

   • Supplier: Select the supplier from whom the service was received.
   • Invoice Date: Enter the date of the invoice.
   • Reference Number: Input any reference number provided by the supplier.

4. Add Service Details:

   • Items Section: Click on Add Item .
   • Select Service Item: Choose the service item you created earlier.
   • Description: Provide a detailed description of the service.
   • Rate and Quantity: Enter the rate and quantity for the service.
   • Taxes and Charges: If applicable, add any taxes or additional charges.

5. Account Details:

   • Expense Account: Ensure the service expense is recorded in the appropriate expense account. This can be configured under the Accounts section of the invoice.

6. Review and Save:

   • Verify all details for accuracy.
   • Click Save to save the draft of the invoice.

4. Submit

1. Submit Invoice:

   • Once the details are confirmed, click Submit to finalize the invoice.