If you have created the order in bexio and this at least exists in an “open status”, you will find on the right side the possibility of capturing from it the supplier’s invoice.
Upon creating the supplier’s invoice, you can choose the desired positions and their number. The date is the date of the invoice and the “Payable Before” date is the required deadline for payment.
By saving, the supplier’s invoice will be created with a status of “draft” and you can continue to process the supplier’s invoice as you always do.
What must be taken into account?
Recording the order
Correctly recording the order: Since the supplier’s invoice can be recreated directly from the supplier’s invoice, you must be sure that you choose the correct expense account and value-added tax for the order. That will make it easier for you to process the supplier’s invoice later on.
Each of the documents will be linked automatically in the document stream. You do not need to undertake any further settings. The traceability can thereby be guaranteed.
Deleting supplier’s invoice
If you delete a supplier’s invoice, it will no longer be possible to recreate it from the order. We recommend basically that you never delete a supplier’s invoice. On the one hand, the numbering sequence will not have to be reset and on the other, traceability will be lost.
Notifications in the order
In the order, you will also discover information on how many positions have already been cleared. That makes it easier for you to verify that all positions have always been captured from the supplier’s invoice.
Cancelling an order
Once you cancel an order, it will no longer be possible to recreate the supplier’s invoice. Similarly, a supplier’s invoice that has already been created will not be automatically cancelled. You have to perform this operation manually, directly in the corresponding supplier’s invoice.