Creating an Invoice : Invoice Matching

Modified on Mon, Aug 26 at 5:19 PM

Recording invoices on SOMAX can be helpful in costs tracking with purchase orders and sending accounting required information for Vendor payment.

This article describes how to create, or match, an invoice with a purchase order.

Creating an Invoice

At the top right, select + Add New and then Invoice Match or Select Procurement, then Invoice Matching, and then New Invoice at the top right.
The invoice form fields should appear, and all of them are required. A chart below will describe each field.
Select Save. This should take you to the invoice overview.
Scroll down to the Line Items menu. To add a receipt already within the SOMAX system, select + Select Receipts. To add a receipt outside of the SOMAX system, select + Add Receipts.
- If you are selecting a receipt, select the checkbox next to each receipt and then select + Add Receipts.
- If you are manually adding a receipt, you may add the quantity of items, the units and cost per unit, the account, and any additional comments. Select Save.

Invoice Form Fields

Field	Description
Invoice	This is the invoice ID.
Vendor	The vendor you purchased from.
Receive Date	The date you received the purchase
Due Date	Date the Payment is Due
Purchase Order	The purchase order. Select the search bar icon to access the lookup lists of Purchase Orders with line items ready to be paid
Responsible	The personnel responsible for the order.
Tax Amount	The cost of taxes.
Shipping Amount	Shipping cost associated with the Invoice
Input Amount	Amount that you intend to pay