Purchase invoice for Services
To post a purchase invoice for services in ERPNext, take the following actions:
1. Set Up Supplier
- Go to: Buying > Suppliers
Create a New Supplier (if not already created)
- Click on New.
- Enter the supplier’s details:
- Name of Supplier
- Address and contact information
- Click Save.
2. Create a Service Item
- Go to: Stock > Item
Create a New Item
- Click New.
- Enter:
- The item’s name and code
- Select or define a group for services (such as “Services”) under Item Group.
- Set Item Type = Service
- Important: In ERPNext, when you select Service, the Maintain Stock option still appears checked by default. For service items, you should uncheck Maintain Stock manually, because services don’t need stock tracking.
- Add Unit of Measure (e.g.,Nos, Kgs.)
- Click Save.
3. Create a Purchase Invoice
- Go to: Buying > Purchase Invoice
Start a New Invoice
- Click New.
Enter your basic details
- Supplier: Select the supplier
- Date of Posting/Invoice Date**: Date of invoice input
- Supplier Invoice Number**: Reference number for the supplier
Add Service details
- In the table of items:
- Click Add Row.
- Select the Service item that was previously added
- Enter:
- Description (details of the service)
- Rate and Quantity
- Add Taxes & Charges (if applicable)
Account details
- Choose the appropriate Expense Account (such as Professional Fees, Consulting, or Repairs & Maintenance) in Accounting Details.
4. Submit Invoice
Finalize the Invoice
- Verify the accuracy of everything.
- Click “Save” (Draft stage).
- Click Submit to complete the Purchase Invoice after confirmation.
By following these procedures, you will have successfully entered a service purchase invoice into the ERPNext system.
