Receiving purchase invoices

Purchases invoices are received against purchase orders to account for debt to suppliers and to ensure that your inventory has the correct asset value.

  1. Open the Purchase Order.
  2. Confirm the prices, quantities, taxes and total match the invoice which has been received.
  3. Check the tax date and the payment due date match the invoice.
  4. Click Receive invoice.
  5. Enter the supplier invoice reference and click the green submit button.

Once you've received an invoice against a PO, it will be locked. A purchase invoice can only be received where the inventory status is "not received", or "received in full".

Where a single purchase invoice relates to multiple purchase orders, a batch invoice can be entered.

Where multiple invoices have been received for the same purchase order, the line items will need to be split on to separate purchase orders before the invoices can be received.

Single invoice for multiple purchase orders

If a supplier sends a single invoice for multiple orders raised in Brightpearl, that one invoice can be batch received against all of the orders. This will add the accounting and balance on the supplier account for a single invoice at the same time as marking all the orders in Brightpearl as "invoiced received" with the same invoice number.

All orders must either have no inventory received or all inventory received. When batch invoicing, the orders can be a mixture of the two - but none of the orders can be 'part received'.

batch invoice to many

Here's how:

  1. From the purchase list, filter to show POs from a single supplier.
  2. Select the relevant orders and click Batch invoice.
  3. If you need to make changes to any of the orders, open the orders individually.
  4. Confirm amounts and dates, enter the supplier invoice reference and click Process Purchase Orders.

A video shows this in action:

Handling multiple invoices for a single purchase order

multi invoice

In Brightpearl it is possible to receive only a single invoice against a purchase order. If multiple invoices relate to one order, then the order may be split using the "split to back order" option.

See how to move items to a back order here.

It is only possible to split inventory items which have not been received into stock. In order to avoid issues with FIFO cost accounting we recommend that you enter a bill for additional invoices with reference to the original order. If you were to un-receive, split and then re-receive you are potentially causing issues around the accounting as Brightpearl uses the first in first out (FIFO) costing method.

Dealing with discrepancies between PO and supplier invoice

The invoice shows more items than the order

Increase the number of items on the order in Brightpearl to match.

If the inventory has already been received in full, increasing the quantity will cause the order to become only partially received and so the invoice cannot be received. In this case, the unreceived item must be moved onto a back order. The invoice can then be batch received against both the original and back order - see below.

The order shows more items than the invoice

- Items not received into stock
The quantity can be easily reduced on the order. If the items are actually still on order with your supplier you should split them to a back order rather than just reducing the quantity, to ensure you retain a record that they have been ordered and are awaiting delivery.

- Items have been received into stock
This could indicate that the incorrect number of items were received into stock, or that a separate invoice will be sent for those items. You will not be able to change the quantity on the order unless the inventory is un-received, and you can only do this if it has not yet been allocated or sold. If can you un-receive items (or delete a goods in batch) then do that, and split the extra items onto a back order.

If you can't un-receive the extra items, then you will need to contact your supplier to see if another invoice is coming for them. If there is an invoice, then combine the totals of the two invoices for the purchase order and receive it as a single combined purchase invoice against the order. 

Prices are different

If the order prices are different from the invoice prices, update your order before receiving the invoice.

When the invoice is received, when you click to receive inventory the product cost price will be updated with the cost on the purchase order to make the next order more accurate. 

If you have already received the inventory, you must still update the order prices to be the same as the supplier invoice BEFORE you receive the invoice. Although the inventory was received at the old price, Brightpearl will make the necessary accounting adjustments to account for this difference; posting the difference directly to cost of sales. Although your accounting is taken care of, you will not see an updated value for your stocked items.

Updating price lists

If prices have been updated on a purchase order, you will be given the option to automatically update the relevant prices lists when the invoice is received (not supported for batch invoicing).

The default "Cost" price list and, if different, the price list selected on the purchase order (defaults to supplier's price list) will be available to automatically update.


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