Purchases Table of Contents

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)