
Entering Invoices when the PO has not been entered in Sage
Learn the step-by-step process of entering invoices, managing purchase orders, and ensuring efficient communication with vendors.
In this guide, we'll learn how to efficiently enter and manage invoices in a system where vendor information does not auto-populate. We'll explore how to search for vendors, use quick keys for purchase orders, and handle missing purchase orders by communicating with the PO writer. Additionally, we'll cover how to organize and track invoices using email and system features to ensure they are processed correctly.
Let's get started
Entering invoices: Click "New Invoice."

The vendor did not auto-populate. You can search by either pressing "vendor" or F5.

Add a shortcut key for purchase orders.
I have a PO Quick Key: Press F12. Type in the command. Place it here.


This purchase order is not found, so we need to send it to the PO writer. First, copy the invoice number. Then, click on the paper airplane icon to send an email. Your email box will open. This invoice is written by Chris Salmela.
In the subject line, include the invoice number to easily locate the email later. Then, save it. Now, you can create a new invoice. The invoices you save will be categorized as work in process or complete. This is where you can find your unprocessed invoices.
Here is the invoice. Once Chris responds, you can return here and enter it on this screen.















