Skip to main content

Manage Invoices : Step-by-Step Guide

Manage Invoices is the supplier page to review and update invoices linked to deliveries and purchase orders. Search and filter by status or business, open full details, and edit delivery date, item costs, quantities, attachments, and discounts.

Updated yesterday

Overview

Manage Invoices is the Supplier-facing page in DizLog where you can find, review, and update supplier invoices linked to deliveries and purchase orders.

  • Page: Inventory Management → Suppliers → Manage Invoices

From here you can:

  • Search and filter invoices (by status and business)

  • Open an invoice to see full details (items, totals, delivery info)

  • Edit invoice details (delivery date, item cost/quantity, attachments, discounts, etc.)


Key Features

1) Search and filter invoices

  • Search Invoices field (placeholder: “Enter a PO Number”)

  • Filter by Status (All, New, Released, Received, Changed, Cancelled, Closed)

  • Filter by Business (shows businesses found in your invoice list)

2) Invoice list with key columns

The list shows (and matches the wireframe):

  • Supplier Invoice Number, To (Business), Delivery Location, Status, Delivery Date

Click any row to open the invoice

3) Invoice details (view)

Inside an invoice, you can review:

  • Issued Date, Expected Delivery, Status

  • Ordered By (business name/phone/email) and Destination Store address

  • Optional shipper info (email/info)

  • Items table (item name, quantity, purchase cost) and Total

Actions available:

  • Resend Delivery Note

  • Set as Paid (when not already Paid/Hold)

  • Edit

4) Edit invoice (update what you’re invoicing)

On the Edit Supplier Invoice page, you can update:

  • Invoice number, invoice date, delivery date

  • Item cost and quantity (each has a “max” based on the original order)

  • Attachments (add, open, remove)

  • Shipper email/info (used to send delivery note)

  • Optional totals adjustments: Discount, Shipping, Other cost, Tax

When you press Save, the invoice is updated and you’re taken back to the invoice details page


Getting Started

  1. Sign in to DizLog Web Portal.

  2. In the left menu, go to Inventory Management → Suppliers → Manage Invoices (page title “Manage Invoices”).

  3. You will see a list of invoices (or “No Invoices Found” if there are none).


How to Use

A) Find an invoice

  1. Go to Manage Invoices.

  2. (Optional) Type in Search Invoices to narrow the list

  3. (Optional) Choose a Status and/or a Business

  4. Click the invoice row you want to open

B) Review invoice details

  1. On the invoice page, confirm:

    • Issued Date, Expected Delivery, Status

    • Ordered By and Destination Store details

  2. Scroll to Items to review quantities, costs, and Total

C) Resend the delivery note

  1. Open the invoice details.

  2. Click Resend Delivery Note

  3. You should see a confirmation message (“Delivery note sent”).

D) Mark an invoice as Paid

  1. Open the invoice details.

  2. Click Set as Paid (only shows when the invoice isn’t already Paid/Hold)

E) Edit an invoice

  1. Open the invoice details.

  2. Click Edit

  3. Update what you need:

    • Delivery date

    • Item Cost and Quantity (stay within the shown “max”)

    • Add/remove Attachments

    • Add Discount / Shipping / Other cost / Tax if needed

  4. Click Save to apply changes.


Troubleshooting

“No Invoices Found”

  • This appears when your current filters return no results
    Try setting Status = All

    and Business = All

    , and clearing the search box.

The list is loading for a long time

  • The page shows a loading spinner while invoices are being fetched Refresh the page and try again.

Save won’t work (Edit page)

The system may stop you from saving if required fields are missing:

  • Must select a supplier

  • Each item must have a selected product

  • Must have an invoice number

Attachment upload issues

  • If an attachment upload fails, the page can show an error message (from the server response)
    Try a different file, or re-upload.


Modules connected to Manage Invoices

This module is part of the Suppliers area and connects to:

  • Suppliers Layout / Navigation (the Manage Invoices page is wrapped in SuppliersLayout)

  • Incoming PO / Purchase Orders data (used when editing invoice items and matching max cost/quantity to the original order)

  • Invoice details and editing screens under the same path:

    • Details page actions (Resend Delivery Note / Set as Paid / Edit)

    • Edit Supplier Invoice page (attachments, shipper info, cost/quantity, totals)

Did this answer your question?