Dynamics NAV - Create a Purchase Invoice
Watch our handy video guide to see how easy it is to create a purchase invoice in Dynamics NAV!
To create a Purchase Invoice, go to ‘Buying and Stock’ and then Purchase Invoices from the menu. This will show a list of all Purchase Invoices in Dynamics NAV that have not been posted. From here, select ‘New’ from the ribbon and enter the vendor you are creating the invoice for. To populate the lines field, select ‘Copy Document’ from the ribbon. This will open a window from which you should select the document type of ‘Order’ and then select the relevant purchase order from the dropdown. Click ‘OK’ and Dynamics NAV will automatically populate the lines fields with the order information. If you want to preview the Invoice, you can select ‘Test Report’ from the ribbon and select ‘Preview’. Now all you have to do is check the Invoice, enter the Invoice number you received from the vendor, release and post the invoice. A pop up will appear to confirm your Invoice has been posted and ask if you would like to view the posted document.