Purchases Overview
Supplier Debits Overview
Pay Bills Overview
Applying supplier debits to open purchases
To apply a supplier debit
To apply a supplier debit (from the Supplier Payments window)
Changing purchases
To add or edit Purchases Information
To assign a line item on a purchase to more than one job
To change a quote or order
To change a purchase
To change a recurring template's name or frequency
To change a recurring template's line items and other information
To convert a quote to an order or purchase using the Purchases window
To convert an order to a purchase using the Purchases window
To delete Purchases Information
Creating supplier debits
To create a supplier debit for an item purchase when you didn't return all the items that were on the purchase
To create a supplier debit for no specific reason
To remove an order with a deposit applied to it, and to enter a refund from the supplier for the deposit amount
To reverse a purchase
Note: If you overpaid a supplier
Editing lines on a purchase
To insert a line on a purchase
To insert a header on a purchase
To insert a subtotal on a purchase
To delete a line on a purchase
Entering purchases
Step 1: Choose the purchase you want
Step 2: Enter information about the supplier
Step 3: Enter line items
Step 4: Complete the purchase
Step 5: Choose what you want to do with the purchase
Entering purchases using the Bank Register
Step 1: Select the account to which the items or services in the transaction will be assigned
Step 2: Enter details about the transaction
Step 3: Indicate which accounts will be affected by the transaction
Step 4: Choose what you want to do with the transaction
Entering bill payments
Step 1: Identify where the money for the payment will be drawn from
Step 2: Enter details about the bill payment
Step 3: Indicate which purchases will be affected by the payment
Step 4: Choose what you want to do with the bill payment
Entering bill payments using the Bank Register
Step 1: Identify where the money from the payment will be recorded
Step 2: Enter details about the bill payment
Step 3: Choose what you want to do with the payment from the customer
Finding purchase transactions
To find a purchase
To find a recurring template
To find a supplier debit before it's settled
To find a supplier debit after it's applied
To find a supplier debit after you've received a refund for it
To find a bill payment
Printing purchases
To choose the purchases you want to print
To choose a form layout for your purchase forms
To print and reprint your purchases
To reprint a single purchase
Receiving refunds
To receive a refund
To receive a refund (from the Pay Bills window)
Removing purchase transactions
To remove a quote
To remove an order with no payment applied to it
To remove a purchase with no payment applied to it
To remove an order with a payment applied to it
To remove an order with a deposit applied to it, and to enter a refund from the supplier for the deposit amount
To remove a purchase with a payment applied to it
To remove a recurring purchase template
To remove an applied supplier debit or a supplier's refund
To remove a bill payment
Reversing purchase transactions
To reverse a purchase
To reverse an applied supplier debit
To reverse a supplier's refund
To reverse a supplier's refund that was recorded on a bank deposit for undeposited funds
To reverse a bill payment
Reviewing your purchase information
To view purchases in the Purchases Register
To display a list of all purchases on your computer screen using the Transaction Journal
To display a list of all open purchases on your screen using the To Do List
To display a list of open purchases with expiring discounts on your screen
To display a list of recurring templates using the To Do List
To display a list of orders using the To Do List
To print a list of all your purchases
To print a list of your purchases by status
To print a list of all your recurring purchases templates
To print a list of fully paid bills and debit memos applied to them
To view a purchase's history
To change a transaction from the Find Transactions window
To view the amounts you owe your suppliers
Using recurring purchases
To use a recurring template (using the Purchases window)