Note: This is an example procedure only. It is specific to the processes and the online accounting application used by Colkea.


Complete these steps to check an invoice before payment:

  1. Does the invoice list all the goods or services ordered and the prices are as agreed?
    • If no, contact the seller.
    • If yes, go to the next step.

  2. Have the goods been received in good working order or any services satisfactorily performed?
    • If no, contact the seller.
    • If yes, go to the next step.
       
  3. If the purchase is over $82.50, including GST, have you received a valid tax invoice?
    • If no, contact the seller.
    • If yes, go to the next step.

  4. Log in to Saasu accounting.

  5. Select Purchases from the main menu.
    Result: The Purchases filter screen is displayed.

    Purchases screen

  6. Select All (not Unpaid or Paid), a suitable date range and then Show.
    Result: The Purchases screen is displayed showing a list of purchases for the selected period.

  7. Has the invoice already been paid?
    • If yes, contact the seller to see why the invoice was issued.
    • If no, go to the next step.

  8. Has a PO been issued for the invoice?
  9. Select the Edit icon to the right of the PO, and complete these details:
    • Ensure Tax Invoice is selected from the Type dropdown.
    • Enter the Invoice #.
    • Check all details agree with the invoice.

  10. Select Save.
    Result: The purchase is saved and you are now able to arrange payment of the invoice. See Paying an invoice.