Purchase invoice for Services

You can record the purchase of services, such as installation, maintenance, or consulting, using a Purchase Invoice with a non-stock service item.

1. Set Up Supplier

1. Go to Buying > Supplier.
2. If the supplier does not exist, click New, enter the supplier's details (name, contact information, address), and click Save.

2. Create a Service Item

1. Go to Stock > Item and click New.
2. Enter the Item Name and item code.
3. In the Item Group field, select or create a group for services, for example, Services.
4. Uncheck Maintain Stock, since services are not stocked.
5. Make sure Allow Purchase is checked.
6. Fill in other relevant details, such as the unit of measure and description, and click Save.

3. Create a Purchase Invoice

1. Go to Buying > Purchase Invoice and click New.
2. Enter the invoice details:

• Supplier: Select the supplier from whom the service was received.
• Posting Date: Enter the date of the invoice.
• Supplier Invoice No: Enter the invoice number provided by the supplier.

3. Add the service details in the Items table:

• Item: Select the service item you created earlier.
• Qty and Rate: Enter the quantity and rate for the service.
• Expense Account: Ensure the service cost is booked to the appropriate expense account. You can set this in the item row's Accounting Details.

4. If applicable, add taxes or other charges in the Purchase Taxes and Charges table.
5. Review the details and click Save.

4. Submit the Invoice

Once the details are confirmed, click Submit to finalize the invoice.