This guide walks you through each step of managing vendor invoices in Pavilion B2B. You’ll learn how to create invoices, add items, apply payments, and void records as needed, helping you stay on top of your vendor transactions
Creating and Managing Invoices
1. Open the Pavilion B2B app from the App Launcher (grid icon) and go to the Invoices tab. This section holds all your vendor invoice records.
2. Click the New button to start creating a new invoice.
3. In the Vendor field, choose the vendor you are invoicing. This links the record to the correct account.
4. In the Store field, select the store receiving the items. This determines where the inventory will go.
5. Choose the payment Terms.
6. Set the Date of the invoice.
7. Use the Description field to add vendor notes or reference numbers.
8. Use the Internal Note field to leave internal comments, only visible to your team.
9. Review all the entered information and click Save to create the invoice.
Adding Items to the Invoice
1. Click Add Items to start attaching inventory to the invoice.
2. In the Select Items field, search for inventory by Title, Item ID, SKU, or Internal ID.
3. Click Add to confirm and include the selected items.
Managing Added Items
1. To perform operations like edit or delete on the added items, click the dropdown icon button next to an item line.
2. Select Edit to modify Quantity, Unit Price, Discount Amount, and Title.
3. Click Save to confirm changes.
4. To delete an added item, click the Delete option from the available actions. The item will be removed from the list and deleted from the invoice. Confirm the deletion when prompted.
Deleting the Invoice
To delete the Invoice, click the Delete button at the top right corner of the invoice and confirm deletion.
Managing operations with Invoice (Submit, Funds-In and Void)
1. To submit the Invoice, click the Submit button and confirm the action when prompted.
2. To apply a payment to the Invoice, click the Funds-In button.
3. Select the Date for the payment.
4. Choose the appropriate method from the Payment Method list.
5. Optionally, enter any relevant details in the Note field.
6. Review the information and click Add Payment to finalize the funds-in process.
7. If the Invoice is already closed and you need to remove a payment, go to the Payments tab.
8. Click the dropdown icon next to the payment you want to remove.
9. Select Delete from the menu.
10. Confirm the deletion by clicking the Delete button again.
11. To void the Invoice, click the Void button.
12. Confirm by clicking Yes in the confirmation dialog.
