Entering a Creditor Invoice

Account > Creditors > {double Click the creditor's name} > (Transactions) > [New Invoice]

You can create an invoice for an existing creditor through the Invoice Entry window. Invoices can be for stock and non-stock transactions.

Creditors Invoice Entry allows invoices from creditors to be entered into MYOB EXO Business, either by manual entry (supporting both stock and GL code entry), or by automatically pulling information from inwards goods receipts or purchase orders.

Non-stock Transactions

To enter a creditor invoice for a non-stock transaction:

From the Creditor Account Details window, click the Transactions tab. The Transactions page is displayed.
Click the New Invoice button on the main toolbar ( ). The Creditor Invoice Entry window is displayed.

Field Descriptions

Field	Description
Account	The name of the account. If you have specified a default account in MYOB EXO Business at Config > Admin > Creditors > Creditor Account Groups, the default is displayed here.
Salesperson	The name of the person who is entering the invoice. You can type the name or select from the list.
Invoice date	The date of the invoice. This defaults to the current system date but this can be altered by selecting another from the attached calendar.
Payment due	The date the payment is due.
Job code	The job code.
Invoice no	The invoice number. If you do not enter an invoice number, the system will not allow you to save the invoice entry.
Customer order no	The customer order number.
Location	The location where the invoice is being generated.
Age	The relevant financial period from the list.
(currency)	If you operate in multiple currencies, this is the currency specified for the debtor account, e.g. 'AUD', 'NZD'. If you don't operate in multiple currencies, this field displays as 'N/A' and cannot be edited.
Branch	The name of the branch where the transaction took place.
Type	The code for the type of transaction. This is changed by clicking the toggle mode button. It will be GL for direct coding to General Ledger or Stock for stock item purchases.
Code	Either the GL or Stock code for the item being invoiced. If you do not know the GL or Stock code, press ? + TAB for a list of GL codes and select the one you require. This will automatically enter the description, quantity, price and total fields.
Description	The description of the item. Once you enter the code, the default description is displayed. If you wish to change this, you can overtype the displayed description.
Qty	The required quantity. The default is 1 but you can change to the required quantity.
Price	The unit price of this line item. Whether the price you enter is inclusive or exclusive of GST depends on whether you have selected Creditors GST Inclusive Pricing in MYOB EXO Business at Config > Essential > General Setup.
Total	The invoice line total.

Note: You can copy an invoice line by pressing ALT + INSERT on your keyboard. This will copy the line that the cursor is in.

Click Save if you want to save the invoice to the creditor’s account, or click the Payment tab to enter the payment on the invoice.

Tip: You can also open the Invoice Entry window from the Transactions menu in the MYOB EXO Business main window. Click the Creditors Invoice option. The Invoice Entry window is displayed.

Stock Transactions

To enter a creditor’s invoice for a stock transaction:

From the Creditor Account Details window, click the Transactions tab. The Transactions page is displayed.
Click the New Invoice button. The Creditor Invoice Entry window is displayed.
If the Mode field displays "GL", click the Toggle Mode button so that is displays "STOCK".
Click the Goods Receipt button. The Goods Receipt Search window opens:
You can now receipt multiple purchase orders for one supplier to one Goods Received Note, and then add the landed costs.

In step 4, the Goods Receipt button has two options:

If the On Costs option is selected, the Inwards Goods On Costs window opens: