How do I enter an invoice to be paid in instalments?
If you are paying an invoice in instalments, how you record this in ExpensePlus depends on if you receive multiple invoices from your supplier or a single invoice.
Multiple invoices
If a supplier sends you multiple invoices, one for each instalment, these can be processed the same way you would any supplier invoice - go to the Purchase screen, select 'Invoice to Pay' and enter the details for that instalment.
Single invoice paid in multiple parts
If a supplier sends you a single invoice that you will pay in multiple parts, you need to enter and process this as separate invoices.
To do this enter an 'Invoice to Pay' purchase in ExpensePlus for each payment amount.
You can upload the same invoice as documentation for each payment.
A save entering the same information repeatedly, you can copy the budget details from a previous invoice, and change the payment amount if needed.
To do this:
- From the purchases screen, create a new invoice to pay
- Select the supplier and enter the invoice date
- Under the budget details section, click 'copy from a previous transaction'
- Select a previous invoice with
- You can then edit the fund, catgegory, description and amount as needed.
Top tip: ExpensePlus allows you to enter a 'payment due date'. So you can enter all the invoices upfront, and leave the payments not yet due on the payments screen. The payment screen displays the due date, so you will know when to make the payments.
To help you better understand the Purchases module, please visit the module overview page here.