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, typically against Purchase Orders issued to suppliers. They enable reporting, and provide an accurate indication of how profitable a job is.

Create Supplier Invoice dialog

There are 4 options for populating the Supplier Invoice values. These options can be accessed with unique shortcut letters. The options are:

  • M - Capture amount Manually: Sets values to zero and allows you to enter an amount to capture.
  • F - Capture the Full / Outstanding Value of the Purchase Order: Enters the full remaining amount to be captured (default selection).
  • 5 - Capture 50% of the Purchase Order: Populates 50% of the Purchase Order value.
  • O - 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


Go To

Click for quick access to the related Job and PO pages.


The selected supplier to order from.


The supplier contact whom you are dealing with for this order.

ID Number

The supplier contact person's ID number. Only applicable when capturing contractor invoices.


Automatically populated with the detail from the Job Bag, which is usually a combination of the Product and Element fields.

Delivery Address

The delivery address for ordered items, from the Purchase Order.


A space to provide more information about what the Supplier Invoice is for.


This is the date captured as per the Supplier Invoice.

Payment Date

Payment date populates when the invoice is marked as Paid.

Quote No

The quote number from the PO, as received from the Supplier.


The Status indicates the document's current point in its life cycle.


Displays the Job Category.


The PO number from which the supplier invoice was captured.


The person who captured the supplier invoice.


Displays the agreed payment terms with the supplier.

Export Date

The date on which the supplier invoice was exported to the relevant accounting system.

Add Line buttonAllows you to add costs to be captured, if the Supplier Invoice is in Draft status.

Work Type

The description of the line item. This indicates the type of work to be carried out and is useful for reporting.

Business Unit

Business units define the areas of focus within an agency, and determine reporting dimensions for line items. These can be set up based on any characteristic, such as location (eg. region or city), nature of business (eg. Activation or Digital), department, division, etc...


Displays the markup percentage from the CE. Only edited when you need to bill your client according to marked up actual cost.


Enter the quantity of the item to be ordered.

Tax free

Specify any line items that should not attract sales tax, for example tax exempt goods and services.


The actual amount paid to the Supplier.