How to attach a supplier receipt or invoice to an item
Keep all the information about suppliers, invoices, receipts, advances, balances and payment dates for every item in one place. This makes it easier to control cash flow and project deadlines.
- 1
Open «Vendor & payment»
Open «Estimates». In the item's row, choose «Vendor & payment» or open «Item details». If several rows are selected, a window for all of them opens and the advance is split proportionally.
- 2
Choose or add a vendor
Choose a vendor from the list. If it isn't there, click «+ Add contractor» and fill in the short form. The vendor is saved in «Suppliers». The country defaults to the project country.
- 3
Enter the payment details
«Supplier payment» is set to 100% by default. If you plan a partial payment, tick «This is an advance» and add more parts with «+ another part».
- 4
Upload supplier invoices
In «Supplier invoices», upload one or more files. You can also paste a screenshot with Ctrl+V or a Google Drive link. Enter the invoice date and the payment due date, which is suggested from the timeline.
- 5
Enter delivery and installation dates
In «Dates: delivery and installation», enter the planned and actual delivery and installation dates for this item.
Good to know
- Two working days before shipment, ArchiBoard suggests paying the balance of an advance and creates a task for it.
- All attached invoices and receipts go to «Files» → «Invoices, payments, receipts» automatically.
- You can attach a supplier quote to an item. The quote total becomes the purchase price, and the client price does not change. The quote breakdown and PDF are in «Supplier quote» → «Open PDF».
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