Invoices and documents

Open Finance, then Documents. The list is inbound invoices and supplier obligations.

Open a document to see its invoice lines. A document can also suggest how lines relate to purchase orders or to sales. Suggestions stay suggestions until you confirm them.

Receiving stock from a document is the step Create & receive stocked lines. Select unmatched stocked lines when you want to create purchase orders, receive them into stock, and confirm allocations. Stockbird does not receive those lines until you confirm.

To mark an obligation paid, use Mark obligation paid on the document. Paying spends envelope cash for that amount. Mapped lines are optional.

The payments calendar, cash accounts, cash movements, envelope budget, and expected charges are the other pages under Finance.

Updated on: 16/10/2026