How to create a purchase invoice

Use this guide to create a product purchase invoice in Raad ERP.

Go to: Purchase > Purchase Invoice > Create Purchase Invoice

Step 1: Open Purchase Invoice Screen

From the left-side navigation, click Purchase.

Select Purchase Invoice.

Click Create Purchase Invoice.

Step 2: Import Existing Documents (Optional)

If required, click Import.

You can import:

Purchase Request,

Purchase Order.

Selected items will be auto-filled in the purchase invoice.

If not required, you can create the invoice manually.

Step 3: Invoice Details

Select the Vendor.

Enter Vendor Invoice Number.

Step 4: Additional Fields (Optional)

Set Due Date.

Set Payment Terms if applicable.

Add Notes or remarks if required.

Step 5: Add Products

In the line item section, select the product.

Enter the quantity.

Enter or adjust the price.

You can Update Retail Price of item from here

Tax percentage will be applied automatically.

You can change the tax percentage if required.

Step 6: Exclusive or Inclusive Tax

At item level, choose:

Exclusive – Tax will be added to the price.

Inclusive – Price already includes tax.

You can switch between Exclusive and Inclusive for each item.

Step 7: Discounts and Charges (Optional)

If applicable, enter:

Item or invoice-level discount,

Shipping charges,

Other additional charges.

Step 8: Payment Mode

Select the Payment Method:

Cash – Payment made immediately.

Bank – Payment made through bank.

Credit – Payment will be recorded as payable to the vendor.

Step 9: Post Purchase Invoice

Review all entered details.

Click Post to save the purchase invoice.

After posting, the purchase invoice will be reflected in vendor ledger, stock, and accounting reports.

Need Help? Watch the Tutorial