Summary
Resolution
Enter a purchase invoice
- From Purchases, choose Purchase Invoices.
- Select New Invoice.
- Select the Supplier and enter the details such as date and reference.
- Enter the details of what you've bought on each line.
- If you're using product and service records, select the relevant item from the Product / Service list. Otherwise, enter a Description.
- Fill in the remaining details.
More about purchase invoice fields
Due date
Ledger account
Ledger accounts are used to categorise and group your purchases and other transactions. For example, if the invoice is for stationery, you might use a ledger account for Office Supplies.
When you save the invoice, the net value (without VAT) is recorded against this ledger account, so you can report on the total amount spent on office supply sales.
When you create an invoice, the default set on the supplier record is used first. This is to help you make sure the right ledger account is used on your purchases automatically.
If you add a product or service to the invoice, the ledger account is taken from the one saved on the product or service record.
You can change the ledger account shown on any of your invoice lines.
VAT rate
Analysis tags
Analysis types are tags that make it easier for you to analyse your costs in more detail. There are three types: departments, cost centres, and projects.
Assign a tag to each invoice line then produce reports using these tags. This helps you see your costs in more detail.
For example, you might want to know how much each department in your business is spending on certain items. Simply set up a department and choose it when entering an invoice.
Select the ellipsis (
) at the end of each item line
Africa
Asia
Australia
Canada
France
Ireland
Kenya
Nigeria
South Africa
Spain
United Arab Emirates
United States