Introduction :
The Generate Purchase Invoice from Payment Request feature in the Fresa application allows users to create a Purchase Invoice directly from an approved Payment Request. This eliminates the need to enter invoice details manually, ensuring consistency between the payment request and the purchase invoice while streamlining the accounts payable process.
Note :
Ensure the Payment Request has been created and approved (if an approval workflow is enabled).
Verify the supplier, invoice details, taxes, and charges before generating the Purchase Invoice.
Users must have the necessary access rights to create Purchase Invoices.
Once the Purchase Invoice is generated, review the details before posting the transaction.
Avoid generating multiple Purchase Invoices from the same Payment Request unless permitted by your system configuration.
Step 1: Log in to the Fresa application and go to the Accounts module.
Step 2: Click on All Vouchers.
Step 3: After clicking it, select the Payment Request voucher list.
Step 4: If the Payment Request is in Approved status, the Generate Purchase Invoice button appears. Click it to generate the Purchase Invoice.
Step 5: In the dialog box, select the reference number and date, then click the Finish and OK buttons.
Step 6: The Purchase Invoice will be generated.
Benefits of this Feature :
- Reduces manual data entry.
- Saves time by generating Purchase Invoices directly from Payment Requests.
- Minimizes data entry errors and duplicate entries.
- Ensures consistency between the Payment Request and the Purchase Invoice.
- Improves the efficiency of the Accounts Payable process.
- Provides better traceability between payment requests and purchase invoices.
- Helps maintain accurate financial records and audit trails.
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For further clarification, send your queries to support@fresatechnologies.com because our motto is to help customers.
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Empowering Global Logistics Through Intelligent Digital Transformation
Fresa Technologies is a global provider of AI-enabled, cloud-based Freight Management ERP solutions designed exclusively for the freight forwarding, logistics, NVOCC, customs brokerage, transportation, and warehousing industries.
Our comprehensive end-to-end Freight Management ERP platform empowers logistics service providers to streamline operations, automate workflows, manage financial operations, strengthen customer relationships, and gain real-time visibility across the entire freight lifecycle. The platform integrates AI-driven automation, customer and vendor portals, mobile applications, business intelligence dashboards, and seamless third-party integrations to help organizations improve productivity, enhance decision-making, and accelerate digital transformation.
Serving customers in more than 60+ countries, Fresa Technologies continues to innovate with secure, scalable, and future-ready solutions that enable logistics businesses to adapt to changing market demands, optimize operational performance, and achieve sustainable growth. Our commitment to quality, information security, and responsible AI is backed by internationally recognized ISO certifications for Quality Management, Information Security Management, and Artificial Intelligence Management, reflecting our focus on delivering secure, reliable, and trusted solutions to the global logistics industry.
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