To upload purchase invoices document in CStore Essentials use the following steps:
- Login to your Essentials Account
- Click on Grocery -> Purchases -> Invoices (Note: you can also get to invoices from Pricebook > Purchasing > Invoices)
- Click on the "+" button on the top right to add a new invoice
- Enter the invoice date, vendor name, payment details, Purchase amount, invoice number (optional) and click on Add Invoice.
Note: If you are paying by cash, either select pending/unpaid and pay from day report later or enter purchase in the day report.
- After the invoice is added, click on the Paper Clip to attach an invoice. Drag and drop the file or click in the blue box to select the file.