In Precoro, there are several ways to create an Invoice: 


The benefits of creating original Invoices:

  • Create one flow for the Invoice payment simulation and record creating process;
  • Track approvals and payments to prevent maverick spending;
  • Track spending that does not require a Purchase Order.

To create a new Invoice manually, follow these steps:

1. Navigate to the Invoice module in the left-side menu and press Create.

2. Fill in all the required fields and click Create.

How to create Invoice from scratch

3. Hit on the Add Item button to add items from the catalog or Add Empty Row to enter the items manually.

Add items to fill in your order

4. You can Add Attachmentsto your invoices and see them in related Purchase Orders if there are any. 

you can add attachments the purchase order

5. You can also see attachments from related documents through the 'Show Purchase Order' and 'Show Credit Notes' buttons on the Invoice page.

6. If your Invoice is a Draft or In Revision, you can edit the location and supplier for it. You can only choose a supplier who has the same currency as the document you are editing.

When editing the fields, please consider this article, Field logic behavior after Edit and Revise actions in documents.


Please note, you cannot edit this information if you create a direct invoice from the Purchase Order. For more details on this, see How to Create a Purchase Order.

7. Double-check the information and click Confirm.

8.If your process requires approval, the Invoice will be sent to the authorized approvers, and the Invoice's status will be changed to "Pending."

You can compare the changes made in the Invoice using the Revision History button.

In Revision History, you can see all the attachment alterations as well.

Additional information on how to use this function can be found here.