Recording Supplier Invoice & Making Payment in HAL ERP

Once assets are received from the vendor, the supplier submits an invoice for the delivered quantity. Here’s how you handle it:

✅ Step 1: Create Purchase Invoice

Method 1: From Purchase Order

1. Open Purchase Order → Edit the PO.

2. Click Next Action → Create Purchase Invoice.

3. System will pre-fill PO items and received quantity.

Method 2: Directly from Purchase Module

1. Go to Purchase → Purchase Invoice → Create New.

2. Select the Supplier.

3. System will show open POs for this supplier.

4. Select the relevant Purchase Order number.

5. Enter Supplier Invoice Number and Invoice Date.

6. Enter Quantity delivered (e.g., 4 laptops received out of 5 ordered).

7. Enter Memo (optional) and Due Date (optional).

   • If Due Date is entered, aging will be calculated from this date.

   • If removed, aging will calculate from invoice date.

8. Verify the amount matches the supplier invoice.

9. Click Add / Save to create the Purchase Invoice.

 Note: Stock quantity already received is reflected automatically.

✅ Step 2: Make Payment to Vendor

1. After invoice creation, go to Purchase Invoice → Make Payment.

2. Select invoice to pay.

3. Enter Payment Date, Payment Method (Bank / Cash / Transfer), and Amount.

4. Click Submit / Add to complete the payment.

 Payment can be made immediately or after a few days, depending on vendor terms.

✅ Outcome

• Supplier invoice is recorded against received quantity.

• Accounts Payable reflects pending payment.

• Payment is tracked and linked to the supplier invoice.