Create Your Sample Vendor Invoice PDF for Teams Effortlessly

Sample vendor invoice pdf for teams

[Music] when vendor invoices come in we need to make sure that we can enter those and sometimes they're associated with projects that we have purchase orders for so being able to apply those purchase orders right to the vendor invoice and reconcile those is very simple to do in workimajig first thing we're going to do is just select that we're going to enter a vendor invoice and we're going to select which vendor this invoice is for once we put in their invoice number and save that will then look for any open items associated with that vendor so if we have purchase orders that we've approved or even pre-billed those are going to show up to now apply to the vendor invoice that we've just entered when those vendor invoices come in and there's a lines selection with a little plus sign i'm going to select the plus sign and it's going to let me know that i do indeed have open purchase orders [Music] if i select that it will give me a listing of all the different purchase orders that are available to apply to this vendor invoice you'll notice each one of these purchase orders are for different projects we can absolutely put a variety of purchase orders on one vendor invoice and not worry that they're not going to affect the projects properly for financials each of these purchase orders can also be updated so if the vendor invoice came in and the numbers don't match i can easily select that line and make any adjustments to make sure that we do have an exact match and the vendor invoice will read correctly for payment if by chance that shortage or overage is something that's going to be reflected in another vendor invoice that might be coming later we can leave the purchase order open to then reflect the difference if it's an overage we can ask the system to then include that in the billing portion of that project or we can choose to write that portion off having all this information in one area will make it really easy to make sure that purchase orders are getting closed properly and we're not going to miss out on any billing opportunities if costs are coming in at a higher value than we anticipated with the purchase order we're also going to get good reporting knowing what kind of quotes and purchase orders are we getting from our vendors compared to the vendor invoices when they come in if we have some vendors that their variance is off by quite a bit regularly we may want to reconsider using them the next time we need that type of vendor having it all in work image just gives you all of that great reporting and keeps things connected very easily [Music]