A supplier invoice is evidence of a charge to your Business. It is separate from the Invoice you send the Customer.
1. Save the evidence
- Open the Project and choose Files.
- Choose Upload files.
- Select the supplier’s PDF or a readable image.
- Wait for the file to appear, then open it to check the reference, date and totals.
Keep the original document until you have checked the saved file.
2. Record the cost
Use the Project’s Material costs in the web app to record the appropriate expense. Check that the same cost is not already represented by another entry.
Follow record material and other costs.
3. Check what has been recorded
Uploading the document stores evidence. It does not extract and confirm a cost, record a supplier payment or add a Customer Invoice line automatically.
If an upload fails, retry it from the same Files screen before choosing the document again.