Raise a sales invoice

Raise a sales invoice

To record a purchase invoice you have three options:

Raise the purchase invoice manually

1) Head to the Sales section

2) Click the 'New Invoice' button

3) Select the supplier you wish to raise an invoice for.

4) In the 'Enter Item Description' box, you can enter a line to show on your invoice, enter the details in this box, then enter the details for quantity, price and VAT rate (if VAT registered). Click the '+ ADD' button to save this to the invoice, repeat until all detail has been entered.

5) Enter any other comments in the header or notes section as required

6) Click 'SAVE AND CLOSE'

Use Business Documents 

1) Head to the Business documents section 

2) Upload your purchase invoice 

3) Check the details match the invoice

4) Click 'Raise as purchase invoice' 

The purchase has now been raised, and the invoice has been attached. 

Use the LimeBooks App

1) Download the LimeBooks app via the Google Play Store or App Store 

2) Login using your usual login credentials 

3) Take a photo of the receipt/purchase invoice

4) Check the details and click 'Save as purchase invoice' 

The purchase has now been raised, and the invoice has been attached

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