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Desktop

Purchase Invoice

Menu Purchases → Purchase Invoices (`/purchase/invoices`). Record supplier bills (and returns / credit / debit notes), track open payable balance, create Payment Out from preview, and link back to Purchase Orders.

Workflow

Draft vs Create (Approved)

Save as Draft while the bill is incomplete; Create (or Update on edit) finalizes the purchase invoice so you can preview, share, pay, and issue returns or debit/credit notes.

Two save paths

D

Save as Draft

Keeps status Draft — continue editing; typically not ready for payment or share as final bill.

Create / Update

Finalizes the invoice — ready for preview, share, Add Payment, Return / Debit / Credit.

From draft to finalized

  1. 1Filter list Status → Draft
  2. 2Open Edit (or View → Edit from preview)
  3. 3Complete lines and tax → click Create / Update (not Draft) to finalize
  4. 4Open amount becomes the payable to settle; then use Preview → Add Payment

Edit locks

  • Some invoices become non-editable after payments, returns, or status rules — banner explains why; buttons freeze
  • Copy remains available to recreate without changing the locked original
  • Paid / Partially Paid / Closed statuses appear as payments and adjustments complete

Product screenshot coming soon

Finalize with Create/Update before relying on open-balance payments and adjustment notes.
Tip

Use Draft while matching the supplier’s paper bill; finalize with Create before Add Payment so Bank/Cash entries link to a committed invoice.

Frequently asked

Can I pay a draft invoice?+

Finalize with Create/Update first. Payments and payment history attach to the finalized purchase invoice and reduce its open amount.

Related features

Ready to try Draft vs Create (Approved)?

Jump into Billoxy and see it in action on your own data.

Open Purchase Invoices