The Purchases list

Find transactions, see what's outstanding and edit or delete purchase transactions in Sage Accounting.

In the purchase list you can:

• Create a purchase invoice or create purchase credit notes
• Select a row to view, edit or pay an invoice or credit note
• Select the checkbox to delete an invoice or credit note
• Use the search box to find transactions by company name, the name of the contact, value or reference
• Use the From and To dates to filter by date
• Select More to filter the list by payment status

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Configure columns

You can change the information that appears on the sales list. To do this:

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The action toolbar

The action toolbar appears when you select the checkbox next to one or more invoices.

From the toolbar, you can do one of the following:

Print	The sales list opens in a new window or tab and you can print it from your browser menu.
Email	Use this option to email a copy of the invoice as an attachment. For example, to email a customer a copy of all of their outstanding invoices. If you want to do this, make sure you only select the invoices for that particular customer.
CSV	Depending on your Internet browser, the sales list either downloads automatically or you receive a prompt asking you to save the file.
PDF	Use this option to download a PDF copy of the invoice. Depending on your Internet browser, it downloads automatically or you receive a prompt asking you to save the file.
Copy	Use this option to copy an existing invoice. This is useful if you repeatedly create invoices for the same items and customer. This option only appears when you select a single invoice.
Delete	Use this option to delete or void a transaction. To comply with Revenue rules and maintain sequential numbers, we void non-draft invoices rather than delete them.

 

Delete a purchase invoice

Edit a purchase invoice

Edit a sales credit note

Delete a purchase credit note

Supplier payments and payments on account

Create a remittance advice

Dispute a purchase invoice