Supplier invoices are the invoices you receive from your Supplier. They include all of the costs incurred on a job, and need to be captured into Chase. They enable reporting, and provide an accurate indication of how profitable a job is.
Create Supplier Invoice dialog
Supplier Invoice options:
Capture amount manually - allows you to enter whatever amount you need to capture
Capture the Full / Outstanding Value of the Purchase Order - enters the full remaining amount to be captured
Capture 50% of the Purchase Order - orders only 50% of the Purchase Order value
Capture other % of the Purchase Order - allows you to enter a percentage of the Purchase Order to capture (e.g. 25%, or 75%).
Supplier Invoice screen
Buttons and Fields
Link to related job bag and document.
Name of Supplier.
The contact at the Supplier who will be receiving the invoice.
The Supplier contact person's ID number.
Description can be used to name the document i.e Invoice for printing of shirts.
Delivery Address is the destination address for invoices.
A brief explanation of what is being billed.
The date the agency was invoiced.
Payment date populates when the invoice is marked as Paid.
Enter the Supplier's quote number, if one was provided.
The Status of the document.
Category of the job which pulls through from the job bag.
The related PO number that the supplier invoice was created from.
Name of the person who created the supplier invoice.
Payment terms for that Supplier.
Populates when exported from Chase to the relevant accounting package.
Worktype column where work types/list of services pull through from the PO.
Business Units are profit centers or revenue streams within the agency.
%Mkup is the % markup added to the cost from the cost sheet.
The quantity bought from the Supplier which pulls through from the PO.
When selected, no tax will be calculated for that specific line item.
The actual amount received from the supplier invoice.