How to invoice one or more receipts using the Invoice Entry screen on Sage 300 Purchase Orders


  1. Open Purchase Orders > P/O Transactions > Invoice Entry.  For more information on the Invoice Entry screen, see “P/O Invoice Entry Screen” (page 453).
  2. In the Invoice Number field, type the number of the invoice that you received from the vendor.
  3. In the Vendor Number field, type the vendor number or select it from the Finder.  If the invoice is for several receipts or for a secondary vendor, you must enter the vendor number.
    • Tip: If you are invoicing a single receipt for the primary vendor, you can skip the Vendor Number field.
  4. If you are invoicing a single receipt, in the Receipt Number field, type the receipt number or select it using the Finder.  If you are invoicing several receipts:
    1. Select From Multiple Receipts, then click the Zoom button beside the option.
    2. On the Create Invoice From Receipts screen that appears, select the receipt numbers using the Finder.
    3. Click the Invoice button.
      • The program displays all the information from the selected receipts. You can then edit the information, or post the default invoice.
      • Note: The Invoice tab displays only details for the primary vendor. Details for secondary vendors appear on the Additional Costs tab—not on the Invoice tab.
  5. Check the header information for the invoice to make sure that it is correct.
    1. In the Invoice Date field, type or select the invoice date.
    2. In the Posting Date field, type or select the date to use for posting the transaction in the general ledger. The posting date determines the year and period to which the transaction is posted.
    3. In the Remit-To Location field, enter or select the code for the address to which you are sending your payment.
    4. In the Bill-To Location field, optionally specify the location that is responsible for paying the invoice.
    5. Enter an optional description and a reference for the invoice.
  6. Edit invoice details on the detail entry table, or click the Item/Tax button (or press F9) to enter details using the Items/Taxes screen.  For each detail, you can:
    • Delete a detail line if it does not appear on the vendor’s invoice.
    • Set the Fully Invoiced field to Yes if the quantity invoiced equals the amount that you received.
    • Edit the following information:
      • Item description
      • Quantity invoiced (if different from the quantity received)
      • Unit cost and extended cost
      • Discount percentage or discount amount
      • Weight UOM, unit weight, and extended weight
      • Vendor item number
      • Order number
      • Comments
      • Manufacturer’s item number
      • Optional fields
      • Whether the item is discountable
    • Tip: To change item tax classes or tax included information, use the Items/Taxes screen. (Select the detail on the detail-entry grid on the Invoice tab, then press F9 or click the Item/Tax button.)
  7. Use the remaining tabs to enter additional information for the invoice.
    • Click the Additional Costs tab to edit invoice details for a secondary vendor (and for primary vendor additional costs).
    • Click the Taxes tab to check the tax totals. You can change the tax class and tax amount for each jurisdiction, if necessary.
    • Click the Totals tab to check the totals for the invoice.
  8. When you have finished entering information, click Post.  When posting is finished, you can print the invoice.